Financial Advisor CIRO-ID (Urban) [Commerce Court Branch]

Location: Toronto, ON; full-time onsite at Toronto-CC West Concourse

Company

CIBC is a relationship-oriented bank providing personal financial advice, banking services, investment solutions, and lending products.

What you will do

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Provide tailored financial advice across day-to-day banking, investments, lending, estate planning, home ownership, and business needs.
• Develop local-market sales plans, convert leads into new clients, and generate referrals.
• Use credit and investment solutions to deliver needs-based recommendations and support client retention.
• Participate in local events, marketing, and community outreach to increase brand awareness and develop new relationships.

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.
• For Quebec-related practice: current AMF licensing accreditation, CIFC or CSC completion, and Registered Retirement Consultant (RRC) certification.
• Strong client engagement, relationship-building, networking, business development, and financial advising skills.
• Legally eligible to work at the specified location and able to provide a valid work or study permit where applicable.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Client-first culture built around trust, teamwork, accountability, and inclusive collaboration.
• Competitive salary, incentive pay, banking benefits, and an employee benefits program.
• Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
• Personalized recognition through the MomentMakers program and a paid Purpose Day for professional growth.
• Full-time onsite schedule of 37.5 hours per week.

Hiring process

• The process may include an attribute-based assessment and skills tests, including French proficiency testing where applicable.
• Artificial intelligence tools may be used during recruitment.