Build client portfolios through financial advising and relationship management as a full-time, in office 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 valuable 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 (Canada)
🏢 CIBC
📍 Canada