Financial Advisor - CIRO-ID (Urban)

Location: Waterdown, Ontario, Canada; full-time on-site. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance is required.

Company

CIBC is a relationship-oriented bank providing financial products and services to personal and business clients.

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 planning needs.
• Develop local-market sales plans, convert leads, generate new client relationships, and increase referrals.
• Leverage credit and investment solutions to deliver needs-based financial advice and business results.
• Represent the bank at local events and participate in marketing and community outreach activities.

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.
• Strong client engagement, relationship-building, networking, business development, and financial advising skills.
• Knowledge of investments, lending, portfolio management, and financial planning.
• Goal-oriented approach with a commitment to client service, trust, teamwork, and accountability.
• Legal eligibility to work at the specified location in Canada is required; a valid work or study permit may be required.

Nice to have

• For Quebec licensing: current AMF accreditation, 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, and a defined benefit pension plan, subject to plan terms.
• Employee share purchase plan, vacation, wellbeing support, and social recognition programs.
• Access to development initiatives, including a paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with accommodation support available during recruitment.

Hiring process

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