Advise clients onsite at CIBC's Erin Mills Town Centre Banking centre, using financial planning and relationship management skills. Build lasting connections through personalized service.

As a Financial Advisor on CIBC's Imperial Service Team, you'll manage and grow a dedicated client portfolio. You'll act as one contact for clients' financial needs and goals. Your advice will cover day-to-day banking, investments, lending, and estate planning.

Key Responsibilities:

- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Develop local sales plans and convert leads
- Attend community events and marketing activities
- Generate referrals through networking and client relationships

Requirements:

- Postsecondary degree, diploma, or four years' relevant experience
- Current CIRO-ID accreditation and valuable standing
- Goal-oriented approach to delivering results
- Flexibility for banking centre evenings and weekends
- Full-time onsite work and multiple-centre travel flexibility

Apply your CIRO-ID accreditation, portfolio management, and client service expertise as a Financial Advisor with CIBC.

📌 CIRO-ID Financial Advisor Erin Mills (Mississauga)
🏢 CIBC
📍 Mississauga