We’re building a relationship-oriented bank for the modern world. As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. 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. To successfully perform the work, you’ll be on-site full-time. Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful.

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. Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into current clients.

Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.



Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.

Grow your network to create lasting connections that will generate future opportunities. You find meaning in relationships and surround yourself with a diverse network of partners.

Canadian Investment Regulatory

Organization - Investment Dealer (CIRO-ID). Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and 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).

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process.

Business

Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented #

📌 Financial Planner (Banking) (Georgetown)
🏢 CIBC
📍 Georgetown