Build client portfolios through financial advising and relationship management as a full-time, on-site CIBC Financial Advisor in Toronto. As part of CIBC’s Imperial Service Team, you’ll serve as a single client contact. Provide tailored guidance across day-to-day banking, investments, lending, and estate planning. Develop relationships, support business growth, and help clients pursue homes, businesses, and future goals.
Key Responsibilities:
Deliver tailored financial planning advice and solutions
Build and grow dedicated client portfolios
Develop sales plans for local markets
Create new relationships through networking
Participate in community marketing and outreach activities
Requirements:
Postsecondary degree or diploma and/or four years’ relevant experience
Current CIRO-ID accreditation and valuable standing
AMF licensing and good standing in Quebec
Completed CIFC or CSC for AMF licensing
Registered Retirement Consultant designation
Apply financial advising, portfolio management, and client service skills within CIBC’s Imperial Service Team in Toronto.
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📌 Personal Banker - Full-Time (Toronto)
🏢 CIBC
📍 Toronto
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