Financial Advisor Ciro-mfd

CIBC

Picton, Ontario, Canada
Competitive salary; incentive pyy available; defin...
Client relationship management
Tailored financial planning advice
Business development and sales
The role focuses on building a dedicated client portfolio through relationship management and exceptional service as a single point of contact

Job Summary

  • The role focuses on building a dedicated client portfolio through relationship management and exceptional service as a single point of contact.
  • Candidates must deliver tailored financial advice covering day-to-day banking, investments, lending, and estate planning to help clients secure their futures.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a culture that values personal growth through initiatives like Purpose Day.

Matching Summary

The role focuses on building a dedicated client portfolio through relationship management and exceptional service as a single point of contact.

Salary

Competitive salary; Incentive pay available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Client relationship management
  • Tailored financial planning advice
  • Business development and sales
  • Community networking and outreach
  • Flexible banking centre hours

Nice-to-have

  • Passion for people and relationships
  • Goal-oriented performance mindset
  • Authentic and respectful communication
  • Diverse network of partners
  • Initiative to go above and beyond

Key Requirements

  • 1-3 years experience in financial advice
  • CIRO-MFD licensing certification
  • Current CSC/CIFC/IFC accreditation
  • AMF licensing for Quebec candidates
  • Registered Retirement Consultant (RRC) credential

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter