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Financial Advisor CIRO-ID (Urban) at CIBC - ApplyBlast

Financial Advisor CIRO-ID (Urban)

CIBC

14 days ago

4.3 on Glassdoor

Kanata, Ontario, Canada

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Advisor CIRO-ID (Urban) role at CIBC focuses on building and growing a dedicated client portfolio through relationship management and exceptional client service. This position involves delivering tailored financial advice and solutions to help clients plan for their current needs and future goals. The role requires acting as a single point of contact for clients while fostering community connections and driving business development.

Responsibilities

Build and grow a dedicated client portfolio through relationship management and financial services support
Deliver tailored financial advice and solutions in banking, investments, lending, and estate planning
Create sales plans to convert leads into new clients and generate business opportunities

Skills

Qualifications

Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)AMF licensingCanadian Investment Funds Course (CIFC)Canadian Securities Course (CSC)Registered Retirement Consultant (RRC)

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.