Financial Advisor (MFDA/AMF)

Financial Advisor - MFDA/AMF

Company

CIBC

Conditions

5 hours agoSenior Vancouver, Canada Hybrid Full Time Finance Jobs by CIBC

CIBC CIBC is a Canadian banking company providing personal, business, commercial, wealth-management, investment, lending, payment, and insurance services. It serves individual consumers, businesses, commercial clients, and institutional investors. Distributed Projects CIBC Rewards Customer Engagement Platform CIBC Investor's Edge Service Provider CIBC Global Asset Management Service Provider About CIBC CIBC operates a broad financial-services business with banking centres, online and mobile banking, bank accounts, credit cards, mortgages, loans, lines of credit, investments, money transfers, and insurance products. It also provides business and commercial banking, private wealth, Imperial Service, capital markets, and asset-management services. Its clients include personal banking customers, students, newcomers, seniors, businesses, commercial organizations, and institutional investors. View jobs by CIBC

Skills

Amf Business Development Cifc Ciro-Mfd Client Service Community Connections Csc Customer Experience Estate Planning Financial Advising Ifc Investments Lending Networking Portfolio Management Rrc

About the Role

You will build and grow a dedicated client portfolio by acting as a single point of contact and delivering ongoing relationship management. You will provide tailored advice and solutions across day-to-day banking, investments, lending, and estate planning. You will cultivate your network to establish new client relationships, create sales plans to convert leads into satisfied clients, and participate in community events that raise awareness of available financial solutions. You will work flexible banking centre hours, including evenings and weekends, and may support clients at multiple locations within a reasonable travel distance.

Requirements

• 1 to 3 years of experience providing financial advice to clients and achieving performance targets
• Current CIRO-MFD licensing in good standing
• Current Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), or Investment Funds in Canada (IFC) accreditation
• Current AMF licensing and Registered Retirement Consultant (RRC) certification for Quebec-based roles

Responsibilities

• Build and grow a dedicated client portfolio
• Deliver tailored financial advice and solutions
• Provide guidance on day-to-day banking, investments, lending, and estate planning
• Establish new client relationships through networking
• Create and execute sales plans to convert leads into clients
• Leverage credit and investment solutions to meet client needs
• Participate in community events and outreach activities
• Work flexible hours across multiple banking centres as needed

Benefits

• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers social recognition program
• Purpose Day paid day off

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