Financial Advisor-CIRO-MFD/AMF

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.,Act as a single point of contact for clients to assist with financial planning, including day-to-day banking, investments, lending, and estate planning.,Cultivate a network to establish new client relationships and understand the local market for sales plan development.,Utilize relationship building and networking skills to generate opportunities and leverage CIBC’s range of credit and investment solutions.,Enhance CIBC brand awareness through community involvement, attending local events, and participating in marketing activities.,Be flexible to work banking centre hours, which may include evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.

1 – 3 years of experience in providing financial advice to clients, establishing relationships, and achieving performance targets.,Certified professional (CIRO-MFD).,Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and meet eligibility requirements for CIRO-MFD licensing.,For Quebec roles: Current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing, and Registered Retirement Consultant (RRC).,Asset: CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Willingness to work evenings and weekends,Willingness to work at multiple banking centres within a reasonable travel distance,Must be legally eligible to work in Canada and, where applicable, must have a valid work or study permit