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Financial Advisor - CIRO-ID at CIBC - ApplyBlast

Financial Advisor - CIRO-ID

CIBC

3 months ago

4.3 on Glassdoor

Penticton, BC

Onsite

Full Time

Senior

0 applicants

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About this role

As a Financial Advisor at CIBC, you will build and grow a dedicated client portfolio by delivering personalized financial advice in areas such as banking, investments, lending, and estate planning. You will act as a single point of contact to help clients secure their futures while developing sales plans to convert leads into new business. The role requires flexibility to work banking centre hours, including evenings and weekends, and the ability to travel between multiple local banking centres.

Responsibilities

Build and grow a dedicated client portfolio through relationship management
Deliver tailored financial advice in banking, investments, and lending
Develop sales plans to convert leads into new clients
Cultivate community connections to enhance brand awareness
Act as a single point of contact for client financial planning

Skills

Qualifications

CIRO-ID Investment DealerAMF LicensingCanadian Investment Funds CourseCanadian Securities CourseRegistered Retirement Consultant

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.