- 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 current 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 centresRequirements1–3 years of experience providing financial advice to clients and establishing relationships while achieving performance targetsCurrent 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 licensingQuebec pathway: current accreditation and good standing in AMF licensingQuebec pathway: successful completion of CIFC or CSC to support AMF licensingQuebec pathway:



Registered Retirement Consultant (RRC)Legal eligibility to work at the specified location(s)Valid work or study permit where applicableFlexibility to work banking centre hours, including evenings and weekendsFlexibility to work at multiple banking centres within a reasonable travel distanceQuebec CSI/ICB Investment and Taxation Fundamentals Course (0774) and Legal & Ethical Aspects of Financial Planning Course (0790) are assets, not requiredCore CompetenciesDemonstrates 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 keywordsFinancial AdviceRelationship ManagementCIBC Credit SolutionsCanadian Securities Course (CSC)Investment Funds in Canada Course (IFC)ATS Optimization KeywordsHard SkillsFinancial PlanningInvestment SolutionsLending SolutionsEstate PlanningSales PlanningSoft SkillsClient ServiceNetworkingCommunicationFlexibilityProblem SolvingCertifications & QualificationsCanadian Investments Funds Course (CIFC)CIRO-MFD LicensingRegistered Retirement Consultant (RRC)AMF LicensingIndustry KeywordsClient PortfolioCIBC Imperial ServiceMarket UnderstandingBrand AwarenessFinancial Services#J-18808-Ljbffr

📌 Acute Care Financial Advisor In Edmonton - $50,000 - $125,000 A Year (Winnipeg)
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📍 Winnipeg