Deliver tailored financial advice at CIBC in Whitehorse, building client relationships through investments, lending, and comprehensive financial planning. Work full-time on-site.

As a Financial Advisor on the Imperial Service Team, you will manage a dedicated client portfolio and serve as its primary contact. Support clients with day-to-day banking, investments, lending, and estate planning. Build relationships, develop current business, and help clients pursue homes, businesses, and future goals through needs-based advice.

Key Responsibilities:

- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Cultivate networks and establish new client relationships
- Create local market sales plans and convert leads




- Participate in community events and outreach activities

Requirements:

- One to three years providing financial advice and building relationships
- Experience achieving performance targets
- Current accreditation and good standing in CSC, CIFC, or IFC
- Eligibility for CIRO-MFD licensing
- Flexibility for evenings, weekends, and multiple banking centres

Use financial advising, portfolio management, and relationship-building skills to support CIBC clients and grow lasting connections in Whitehorse.

📌 Financial Advisor Imperial Service Whitehorse
🏢 CIBC
📍 Whitehorse