Financial Advisor - CIRO-ID
Description
This role at CIBC involves building and managing a client portfolio, offering comprehensive financial advice on daily banking, investments, lending, and estate planning. The Financial Advisor will drive business growth through client engagement, networking, and community involvement, delivering exceptional client service aligned with CIBC's Imperial Service approach.
What We're Looking For
Build and grow a dedicated client portfolio through relationship management.,Provide tailored advice and solutions in all areas of financial planning (day-to-day banking, investments, lending, estate planning).,Cultivate a network to establish new client relationships and generate opportunities.,Develop sales plans to convert leads into new clients and deliver results.,Leverage CIBC’s range of credit and investment solutions.,Heighten CIBC brand awareness through local events and marketing activities.,Flexibility to work banking centre hours, which may include evenings and weekends.,Flexibility to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
Postsecondary degree/diploma and/or 4 years of relevant experience.,Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) certification.,Current accreditation and good standing for CIRO-ID licensing.
Minimum Education
Postsecondary degree/diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week; flexible, including evenings and weekends
Benefits
Special Commitments
Must be flexible to work banking centre hours (evenings/weekends) and at multiple banking centres within a reasonable travel distance.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.