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Financial Advisor- CIRO-MFD/AMF at CIBC - ApplyBlast

Financial Advisor- CIRO-MFD/AMF

CIBC

4 months ago

4.3 on Glassdoor

Calgary, AB

Hybrid

Full Time

Junior

0 applicants

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About this role

A Financial Advisor at CIBC builds and grows a dedicated client portfolio by delivering personalized financial advice and acting as a single point of contact. The role involves helping clients plan for their needs in areas such as day-to-day banking, investments, lending, and estate planning while working flexible banking centre hours.

Responsibilities

Build and grow a dedicated client portfolio through relationship management
Provide tailored financial advice across banking, investments, and lending
Cultivate new client relationships and establish lasting connections
Create sales plans to convert leads into new clients
Participate in community events to enhance brand awareness

Skills

Qualifications

CIRO-MFD CertificationCanadian Securities Course (CSC)Canadian Investment Funds Course (CIFC)Registered Retirement Consultant (RRC)AMF Licensing (Quebec)

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.