Senior Financial Advisor - CIRO-MFD/AMF

Location: On-site full-time in Pointe-Claire, Quebec, Canada

Company

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

What you will do

• Manage and grow a large client portfolio through dedicated relationship management and exceptional client service.
• Provide trusted investment advice and comprehensive financial planning support.
• Develop local-market sales plans, convert leads, and build new client relationships through networking.
• Recommend credit, investment, lending, mortgage, and retirement planning solutions based on client needs.
• Participate in community events, marketing activities, and outreach initiatives to increase brand awareness and generate opportunities.

Requirements

• Current accreditation and good standing in the Canadian Securities Course or Canadian Investments Funds Course.
• Eligibility for MFDA licensing upon hire and a Personal Financial Planner qualification.
• Current AMF licensing in Quebec, with successful completion of the CIFC or CSC to support AMF licensing.
• Registered Retirement Consultant qualification.
• Strong client engagement, relationship-building, networking, financial advising, and business development skills.
• Must be legally eligible to work at the specified Canadian location and hold 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

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
• Vacation offering, wellbeing support, and a points-based recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with support for accommodation needs.

Hiring process

• May include an attribute-based assessment and skills tests, including a French proficiency assessment where applicable.
• Recruitment processes may use artificial intelligence tools.