Financial Advisor CIRO-MFD

CIBC

16 days ago

4.3 on Glassdoor

St. Catharines, ON

Onsite

Full Time

Junior

0 applicants

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About this role

A Financial Advisor at CIBC is responsible for building and managing a client portfolio through relationship management, financial advice, and providing tailored solutions to meet clients' financial goals. The role emphasizes client engagement, business development, community involvement, and adherence to compliance standards. This full-time on-site position focuses on delivering exceptional client experiences and fostering lasting connections.

Skills

Qualifications

Current accreditation in CIRO-MFD or AMF licensingCanadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC)Registered Retirement Consultant (RRC)

About CIBC

cibc.com

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.