Deliver tailored financial advice at CIBC in Barrie, using client engagement and portfolio management to support lasting relationships. This full-time, on-site position supports Imperial Service clients.
As a Financial Advisor on the Imperial Service Banking Team, you will build and grow a dedicated client portfolio. You will act as a single point of contact, supporting financial planning across banking, investments, lending, and estate planning. The position requires relationship management, business development, and community connections.
Key Responsibilities:
- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Create sales plans for local market opportunities
- Develop client relationships through networking and referrals
- Participate in community events and outreach activities
Requirements:
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Eligibility for CIRO-MFD licensing requirements
- Flexibility for evenings, weekends, and multiple banking centres
Bring financial advising, investments, lending, and relationship-building expertise to CIBC's Imperial Service team in Barrie.
Financial Advisor Imperial Service Barrie employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
