Financial Advisor Ciro-id

CIBC

Kingston, Canada
Relationship management
Exceptional client service
Financial planning
As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals

Job Summary

  • As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
  • You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.
  • At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck.

Matching Summary

As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.

Skills & Requirements

Must-have

  • Relationship management
  • Exceptional client service
  • Financial planning
  • Business development
  • Client engagement
  • Community involvement

Nice-to-have

  • Client-focused
  • Passionate about people
  • Acts like an owner
  • Goal-oriented
  • Values matter

Key Requirements

  • Postsecondary degree/diploma and/or 4 years relevant experience
  • Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing
  • AMF licensing (Quebec)
  • Successful completion of CIFC or CSC
  • Registered Retirement Consultant (RRC)

Work Rights

Not specified

Tailored Resume

Cover Letter