Build and grow a dedicated client portfolio through relationship management
Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning
Cultivate your network to establish new client relationships
Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients
Use relationship building and networking skills to create connections, generate opportunities, and deliver results
Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities

1 – 3 years experience in providing financial advice to clients
Establishing relationships while achieving performance targets
Certified professional (CIRO-MFD)
Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC)
Must meet eligibility requirements for CIRO-MFD licensing
Current accreditation and good standing in AMF licensing
Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF
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)

Financial Advisor

Key skills