About this role
Role Overview
- Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
- Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
- Make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses.
- Work flexible hours including evenings and weekends to cover banking centre hours.
- Work at multiple banking centres within a reasonable travel distance.
Requirements
- 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
- You’re a 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 must meet eligibility requirements for CIRO-MFD licensing.
- 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 (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC).
- It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course
- Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- A benefits program*
- Defined benefit pension plan*
- An employee share purchase plan
- A vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions