Sr. Financial Advisor CIRO-ID (Urban)

Location: Mississauga, Ontario; full-time on-site work required

Company

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

What you will do

• Manage and grow a dedicated client portfolio through relationship management.
• Create comprehensive financial plans and provide personalized investment advice.
• Develop local sales plans, convert leads, and build new client relationships.
• Use credit and investment solutions to deliver needs-based recommendations and increase referrals.
• Participate in community events, marketing, and outreach activities to strengthen local connections.

Requirements

• Postsecondary degree or diploma and/or four years of relevant experience.
• Current CIRO-ID accreditation and good standing for Canadian investment dealer licensing.
• Strong client engagement, networking, business development, financial advising, and portfolio management skills.
• Legally eligible to work at the specified location; a valid work or study permit may be required.
• For Quebec roles: current AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant certification.

Nice to have

• 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 offering, and wellbeing support.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with recognition programs and collaborative workspaces.

Hiring process

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