CIBC
FinancialAdvisorCIRO-MFD(Urban)
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Advisor CIRO-MFD (Urban) at CIBC. Skills: Financial Advisory, Client Relationship Management, Business Development. Manage and grow a dedicated client portfolio. Create comprehensive financial plans”
What You'll Achieve.
Grow a dedicated client portfolio; Deliver bottom line results; Satisfied, loyal clients; Increased referrals
Industry & Context.
Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, Must be legally eligible to work at the specified location(s), May be asked to complete an attribute-based assessment and other skills test
What They're Looking For.
Must Have
1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients, Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC), and must meet eligibility requirements for CIRO-MFD licensing upon hire, Current accreditation and good standing in AMF Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC)
Nice to Have
Personal Financial Planner (PFP) within 24 months of hire, CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), 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
Take responsibility for a large portfolio
Help clients plan for today’s needs and tomorrow’s goals
Proactively engage with new and existing clients
Make lasting connections
Understand client goals
Build financial plans
Give advice to help clients make well-informed choices
Focus on each client experience
Connect on a personal level
Deliver trusted investment advice
Create personalized financial plans
Cultivate network to establish new client relationships
Understand local market and potential client base
Create comprehensive sales plan
Convert leads into new clients
Leverage CIBC’s credit and investment solutions
Heighten CIBC brand awareness in community
Participate in marketing and outreach activities
How You'll Work.
Team & Collaboration
Teamwork; Collaboration
Communication Scope
Influence outcomes by sharing expertise
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 Imperial Service 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, 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. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time._ **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 com
Applying for this Financial Advisor CIRO-MFD (Urban) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about CIBC?
Real rants from real employees. Read before you apply.