Build trusted client relationships as a CIBC Financial Advisor, using financial planning and personalized advice. This full-time role is on-site at banking centres.
As part of Personal and Business Banking, you will manage a dedicated portfolio and serve as its single point of contact. You will advise across day-to-day banking, investments, lending, and estate planning. The role also supports business development and community outreach.
Key Responsibilities:
- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Develop sales plans for the local market
- Generate relationships, opportunities, and client referrals
- Attend community events and marketing activities
Requirements:
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and positive standing
- Required CSC, CIFC, or IFC qualifications
- Flexibility for banking centre evenings and weekends
Use relationship management, networking, and financial planning expertise to help CIBC clients secure their futures and reach goals.