• Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
• Deliver CIBC’s Imperial Service approach as a single point of contact for clients
• Help clients plan for immediate needs and future goals, including securing futures, home ownership, and business setup
• Provide tailored advice and solutions across day-to-day banking, investments, lending, and estate planning
• Cultivate networks to establish new client relationships
• Understand the local market and potential client base to create sales plans and convert leads
• Build relationships and generate opportunities that deliver bottom-line results
• Leverage CIBC credit and investment solutions using a needs-based approach
• Attend local events and participate in marketing and outreach activities to increase CIBC brand awareness
• Work full time on-site at banking centres
Requirements
1–3 years of experience providing financial advice to clients and establishing relationships while achieving performance targets
Current accreditation and good standing in The Canadian Securities Course (CSC), Canadian Investments Funds Course (CIFC), or Investment Funds in Canada Course (IFC)
Must meet eligibility requirements for CIRO-MFD licensing
Quebec pathway: current accreditation and positive standing in AMF licensing
Quebec pathway: successful completion of CIFC or CSC to support AMF licensing
Quebec pathway: Registered Retirement Consultant (RRC)




Legal eligibility to work at the specified location(s)
Valid work or study permit where applicable
Flexibility to work banking centre hours, including evenings and weekends
Flexibility to work at multiple banking centres within a reasonable travel distance
Quebec CSI/ICB Investment and Taxation Fundamentals Course (0774) and Legal & Ethical Aspects of Financial Planning Course (0790) are assets, not required
Core Competencies
Demonstrates expertise in financial advising, relationship management, and client service, with a strong focus on achieving performance targets and delivering tailored financial solutions. Proficient in leveraging investment and credit solutions while maintaining compliance with regulatory requirements.
Highest-signal resume keywords
Financial Advice
Relationship Management
CIBC Credit Solutions
Canadian Securities Course (CSC)
Investment Funds in Canada Course (IFC)
ATS Optimization Keywords
Hard Skills
Financial Planning
Investment Solutions
Lending Solutions
Estate Planning
Sales Planning
Soft Skills
Client Service
Networking
Communication
Flexibility
Problem Solving
Certifications & Qualifications
Canadian Investments Funds Course (CIFC)
CIRO-MFD Licensing
Registered Retirement Consultant (RRC)
AMF Licensing
Industry Keywords
Client Portfolio
CIBC Imperial Service
Market Understanding
Brand Awareness
Financial Services

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📌 Financial Advisor (British Columbia)
🏢 Jobtailor
📍 British Columbia