Financial Advisor
Jobtailor
Build and grow a dedicated client portfolio through relationship management Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients Provide tailored advice and solutions in all areas of financial planning including day‑to‑day banking, investments, lending and estate planning Cultivate your network to establish new client relationships Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients Use relationship building and networking skills to create connections, generate opportunities, and deliver results Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities Requirements 1 – 3 years experience in providing financial advice to clients Establishing relationships while achieving performance targets Certified professional (CIRO‑MFD) Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) Must meet eligibility requirements for CIRO‑MFD licensing Current accreditation and good standing in AMF licensing Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF Registered Retirement Consultant (RRC) It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course – Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) #J-18808-Ljbffr
$85k - $100k
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