Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Deliver on CIBC’s Imperial Service approach as a single point of contact for clients.
Provide financial advice to help clients secure their futures, own homes, and set up businesses.
Focus on each client experience and connect on a personal level.
Establish new client relationships and create sales plans to convert leads into clients.
Attend local events and participate in marketing and outreach activities to enhance CIBC brand awareness.

Postsecondary degree/diploma and/or 4 years of relevant experience.
Canadian Investment Regulatory Organization
Investment Dealer (CIRO-ID) licensed.
Current accreditation and good standing for CIRO-ID licensing.
Current accreditation and good standing in AMF licensing (for Quebec).
Successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing.
Registered Retirement Consultant (RRC).
Asset: Completed CSI/ICB Investment and Taxation Fundamentals Course
Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Financial Advisor – CIRO-ID

Key skills