Financial Advisor-CIRO-MFD/AMF (Investments)

Location: Nelson-459 Baker St, Canada; flexibility to work banking centre hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance.

Company

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

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, financial planning, and estate planning.
• Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
• Build relationships through networking, community events, marketing, and outreach activities.
• Work flexible banking centre hours, including evenings and weekends, and support multiple nearby banking centres.

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, with eligibility for CIRO-MFD licensing.
• For Quebec roles: current AMF licensing accreditation, CIFC or CSC completion, and Registered Retirement Consultant certification.
• Legally eligible to work at the specified Canadian location; a valid work or study permit may be required.
• Strong client engagement, relationship-building, networking, business development, and results-oriented skills.

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 social recognition through MomentMakers.
• Access to technological tools, collaborative workspaces, and growth and development initiatives including a paid Purpose Day.
• Inclusive and accessible workplace and candidate experience.

Hiring process

• May include an attribute-based assessment and skills tests, such as a simulation or French proficiency assessment.
• Artificial intelligence tools may be used during recruitment.