Financial Advisor - Mfda/amf

CIBC

Okotoks, AB, CA
Competitive salary; incentive pyy; banking benefit...
Fully remote
Client engagement and personalized financial advice
Business development and sales plan execution
Community involvement and brand awareness activities
CIBC is seeking a Financial Advisor for their Okotoks, AB location, who will build and manage a portfolio of clients through relationship management and personalized financial services. The role emphasizes community engagement, exceptional client service, and flexibility in working hours

Job Summary

  • The role involves building a dedicated client portfolio through relationship management and delivering tailored financial advice.
  • Employees are expected to act as a single point of contact, helping clients secure their futures and achieve personal goals.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Advisor for their Okotoks, AB location, who will build and manage a portfolio of clients through relationship management and personalized financial services. The role emphasizes community engagement, exceptional client service, and flexibility in working hours.

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • Client engagement and personalized financial advice
  • Business development and sales plan execution
  • Community involvement and brand awareness activities

Nice-to-have

  • Passion for building meaningful relationships
  • Goal-oriented mindset with initiative
  • Diverse network of partners

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD certification required
  • Current CSC/CIFC/IFC accreditation
  • AMF licensing for Quebec candidates
  • RRC credential for Quebec roles

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter