12 часов назад
Financial Advisor CIRO-MFD (Urban)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor CIRO-MFD (Urban): Building and growing client portfolios through personalized financial advice across banking, investments, lending, and estate planning with an accent on relationship management and local business development. Focus on developing tailored financial plans, converting leads into client relationships, and creating community connections that drive referrals and portfolio growth.
Location: On-site full-time in Brantford-Lynden Park Mall, Brantford, Ontario, Canada; flexibility to work at multiple banking centres within a reasonable travel distance and during banking centre hours, including evenings and weekends.
Company
CIBC is a relationship-oriented bank providing personal and business financial services.
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 needs.
- Develop local-market sales plans, convert leads, and establish new client relationships.
- Use credit and investment solutions to deliver needs-based recommendations, increase loyalty, and generate referrals.
- Participate in community events, marketing, and outreach activities to strengthen local brand awareness and create future opportunities.
Requirements
- 1–3 years of experience providing financial advice, establishing client relationships, and achieving performance targets.
- Current accreditation and good standing in the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course.
- Meet eligibility requirements for CIRO-MFD licensing.
- Must be legally eligible to work in Canada and hold a valid work or study permit where applicable.
- Strong relationship-building, networking, client service, business development, and financial planning skills.
- For Quebec roles, current AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant accreditation are required.
Nice to have
- CSI/ICB Investment and Taxation Fundamentals Course - Quebec.
- CSI/ICB Legal & Ethical Aspects of Financial Planning Course.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan.
- Employee share purchase plan and vacation offering.
- Wellbeing support and a points-based recognition program.
- Paid Purpose Day for personal growth and development.
Hiring process
- May include an attribute-based assessment and other skills tests, including French proficiency testing where applicable.
- Artificial intelligence tools may be used during recruitment.
- Accommodation is available for candidates who need support during the application process.
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