Financial Advisor- CIRO-ID (Investments)

Location: Edmonton-Parkdale, Alberta, Canada; flexibility to work at multiple banking centres within a reasonable travel distance

Company

CIBC is a relationship-oriented bank providing personal and business banking, investment, lending, and financial planning services.

What you will do

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Provide tailored advice across day-to-day banking, investments, lending, estate planning, and other financial needs.
• Develop sales plans based on the local market and convert leads into new client relationships.
• Use credit and investment solutions to generate business, referrals, and long-term client loyalty.
• Attend community events and participate in marketing and outreach activities.
• Work banking centre hours, which may include evenings and weekends.

Requirements

• Postsecondary degree or diploma and/or four years of relevant experience.
• Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
• Legal eligibility to work at the specified Canadian location and a valid work or study permit where applicable.
• Strong client engagement, relationship-building, networking, business development, and financial advising skills.
• Knowledge of investments, lending, portfolio management, and financial planning.
• Client-focused, goal-oriented approach aligned with trust, teamwork, and accountability.

Nice to have

• For Quebec-based roles: current AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant (RRC) certification.
• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan, subject to plan terms.
• Vacation offering, wellbeing support, and a points-based employee recognition program.
• Technology and collaborative workspaces designed to support innovative client solutions.
• Purpose Day, a paid day off dedicated to personal growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

• Applicants may complete an attribute-based assessment and other skills tests.
• Recruitment may use artificial intelligence tools as part of the application process.