Build trusted client relationships as a CIBC Financial Advisor, using financial planning and personalized advice. This full-time role is on-site at banking centres.
As part of Personal and Business Banking, you will manage a dedicated portfolio and serve as its single point of contact. You will advise across day-to-day banking, investments, lending, and estate planning. The role also supports business development and community outreach.
Key Responsibilities:
- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Develop sales plans for the local market
- Generate relationships, opportunities, and client referrals
- Attend community events and marketing activities
Requirements:
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Required CSC, CIFC, or IFC qualifications
- Flexibility for banking centre evenings and weekends
Use relationship management, networking, and financial planning expertise to help CIBC clients secure their futures and reach goals.
CIBC Financial Advisor Imperial Service in Pitt Meadows 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.
