Senior Financial Advisor - CIRO-MFD/AMF

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 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.

What You’ll Be Doing

As a member of the Personal and Business Banking Team, you’ll manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and 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 provide comprehensive financial advice, enabling them to secure their futures, own their homes, and build their businesses.

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 provide comprehensive financial planning support to enhance existing relationships. Cultivate your network to establish new client relationships.
• Business Development: Deeply understand your local market and potential client base, creating a comprehensive sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs‑based approach that will result in satisfied, loyal clients and increased referrals.
• Community Involvement: Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results. You’re driven to succeed and motivated by accomplishing your goals and delivering your best to make an impact. Values matter to you. You bring your real self to work and live our values—trust, teamwork, and accountability.

• Certifications: You are a certified professional (MFDA). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing upon hire.
• Personal Financial Planner (PFP): You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; successful completion of the Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course – Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities that tap into your potential. We aspire to give you a career, not just a paycheck. We recognize you in meaningful, personalized ways through a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, vacation offering, wellbeing support, and MomentMakers, our social, points‑based recognition program. We cultivate a culture where you can express your ambition through initiatives like Purpose Day—a paid day off dedicated for you to invest in your growth and development.

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program*
• Defined benefit pension plan*
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points‑based recognition program

CIBC Commitment to Inclusion

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience.

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