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 banking centre hours, including evenings and weekends
attend local events and participate in marketing and outreach activities to enhance brand awareness in the community

1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets
You’re a certified professional (CIRO-MFD)
You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC)
You must meet eligibility requirements for CIRO-MFD licensing
You’re a certified professional (Quebec)
You have 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
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)
Values matter to you. You bring your real self to work and you live our values
trust, teamwork, and accountability.

competitive salary
incentive pay
banking benefits
benefits program*
defined benefit pension plan*
employee share purchase plan
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

Financial Advisor

About this role