CIBC

Banking

FinancialAdvisor-CIRO-ID

Edmonton, Alberta, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Financial Advisor - CIRO-ID at CIBC. Skills: Client engagement, Business development, Financial planning. Manage and grow a dedicated client portfolio. Create comprehensive financial plans”

What You'll Achieve.

Deliver bottom line results; Satisfied, loyal clients; Increased referrals

Industry & Context.

Banking
Eligibility Requirements

Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, Legally eligible to work at the specified location(s), May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process

What They're Looking For.

Must Have

Postsecondary degree/diploma and/or 4 years of relevant experience, Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) certification, Current accreditation and good standing for CIRO-ID licensing, Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, Registered Retirement Consultant (RRC)

Nice to Have

Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)

What You'll Do.

Manage and grow a dedicated client portfolio

Create comprehensive financial plans

Provide exceptional client service

Deliver CIBC’s Imperial Service approach

Proactively engage with new and existing clients

Build financial plans using advanced CIBC tools

Provide advice to help clients make well-informed choices

Focus on each client experience

Deliver trusted investment advice

Cultivate network to establish new client relationships

Create a comprehensive sales plan

Leverage CIBC’s wide range of credit and investment solutions

Heighten CIBC brand awareness in the community

Participate in marketing and outreach activities

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. _You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance._ **How you 'll succeed** * **Client engagement -** Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships. * **Business development -** Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build co

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