- 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 valuable 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 good 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

📌 Financial Advisor (Surrey)
🏢 Jobtailor
📍 Surrey