Deliver tailored financial advice at CIBC in Barrie, using client engagement and portfolio management to support lasting relationships. This full time, on-site position supports Imperial Service clients.

As a Financial Advisor on the Imperial Service Banking Team, you will build and grow a dedicated client portfolio. You will act as a single point of contact, supporting financial planning across banking, investments, lending, and estate planning. The position requires relationship management, business development, and community connections.

Key Responsibilities:

- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Create sales plans for local market opportunities




- Develop client relationships through networking and referrals
- Participate in community events and outreach activities

Requirements:

- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Eligibility for CIRO-MFD licensing requirements
- Flexibility for evenings, weekends, and multiple banking centres

Bring financial advising, investments, lending, and relationship-building expertise to CIBC’s Imperial Service team in Barrie.

📌 Financial Advisor Imperial Service Barrie
🏢 CIBC
📍 Barrie