• 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 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