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Financial Advisor - CIRO-MFD at CIBC - ApplyBlast

Financial Advisor - CIRO-MFD

CIBC

4 months ago

4.3 on Glassdoor

Mississauga, ON

Onsite

Full Time

Junior

0 applicants

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About this role

A Financial Advisor at CIBC builds and grows a dedicated client portfolio through relationship management and financial services support. Acting as a single point of contact, the role involves delivering personalized advice on day-to-day banking, investments, lending, and estate planning to help clients secure their futures. Candidates will participate in community involvement efforts to enhance brand awareness while providing tailored solutions across multiple banking centres.

Responsibilities

Build and grow a dedicated client portfolio through relationship management
Deliver personalized financial advice on investments, lending, and estate planning
Create sales plans to convert leads into new clients
Participate in community marketing and outreach activities
Provide exceptional client service across multiple banking centres

Skills

Qualifications

CIRO-MFD CertificationCanadian Securities Course (CSC)Investment Funds in Canada Course (IFC)Canadian Investment Funds Course (CIFC)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.