Financial Advisor

Description:

CIBC is a relationship-oriented bank focused on empowering team members to make meaningful impacts for their clients. As a Financial Advisor within the Personal and Business Banking Team, you will develop and grow a dedicated client portfolio by providing exceptional service and tailored financial advice.

Key Responsibilities:

• Build strong client relationships and manage a dedicated portfolio by acting as a trusted advisor.

• Provide tailored financial planning solutions across day-to-day banking, investments, lending, and estate planning.

• Serve as a single point of contact for clients, helping them plan for immediate needs and long-term goals like securing futures, home ownership, and business setup.

• Work flexible hours including evenings and weekends, and be open to working at multiple banking centres within reasonable travel distance.

• Focus on client engagement by connecting personally and making every interaction meaningful.

• Develop and execute business development strategies, leveraging CIBC’s credit and investment products to meet client needs.

• Increase brand awareness by participating in community events and marketing outreach to grow your network.

• Use your relationship-building and networking skills to generate new business and foster client loyalty.

Candidate Profile:

• 1–3 years of experience delivering financial advice and establishing client relationships while meeting targets.

• Certified professional credentials: CIRO-MFD licensing, Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), or Investment Funds in Canada Course (IFC).

• For Quebec candidates: AMF licensing, Registered Retirement Consultant (RRC), with relevant supporting courses (e.g., CSI/ICB Investment and Taxation Fundamentals, Legal & Ethical Aspects of Financial Planning).

• Passionate about client service, relationship-building, and delivering personalized financial solutions.

• Values aligned with trust, teamwork, and accountability.

• Ability to work onsite full-time during banking centre hours.

What CIBC Offers:

• Competitive salary plus incentive pay.

• Comprehensive benefits program including banking benefits, pension plan, employee share purchase plan, and vacation.

• Wellbeing support and recognition programs.

• Collaborative workspaces and advanced technology.

• Culture that encourages growth, development, and personal ambition.

• Inclusive and accessible work environment with accommodations available.

Job Location:

6341 TRANSCANADIENNE, Pointe-Claire, QC

Employment Type:

Regular, Full-time

Weekly Hours:

37.5 hours