Financial Advisor - Ciro-mfd

CIBC

Toronto, Ontario, Canada
Competitive salary; incentive pyy available; benef...
Fully remote
Client engagement and relationship building
Tailored financial advice and solutions
Business development and sales plan creation
The role involves building a dedicated client portfolio through relationship management and providing exceptional client service

Job Summary

  • The role involves building a dedicated client portfolio through relationship management and providing exceptional client service.
  • Candidates must act as a single point of contact to help clients plan for today's needs and tomorrow's goals across investments, lending, and estate planning.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for growth called Purpose Day.

Matching Summary

The role involves building a dedicated client portfolio through relationship management and providing exceptional client service.

Salary

Competitive salary; Incentive pay available; Benefits including pension and share purchase plan

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Tailored financial advice and solutions
  • Business development and sales plan creation
  • Flexible availability for evenings and weekends
  • Willingness to work at multiple banking centres

Nice-to-have

  • Community involvement and local networking
  • Passion for people and authentic connections
  • Goal-oriented mindset with initiative
  • Diverse network of partners
  • Commitment to trust, teamwork, and accountability

Key Requirements

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

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter