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

Financial Advisor - CIRO-ID (Urban)

CIBC

7 days ago

4.3 on Glassdoor

Richmond, British Columbia, Canada

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Advisor builds and grows a dedicated client portfolio by providing relationship management, financial services support, and exceptional client service. Acting as a single point of contact, the role involves delivering tailored financial advice to help clients plan for their current needs and future goals, including investments, lending, and estate planning. The position requires flexibility to work at multiple banking centres and engage in community involvement to enhance brand awareness.

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
Develop sales plans to convert leads into new clients and expand the local client base

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.