Data editor producing consumer - focused personal - finance journalism for The Globe and Mail. Gathering, analyzing and visualizing data with reporters across digital storytelling projects.
About the role
- CIBC Financial Advisor building client portfolios through relationship management and tailored banking, investment, lending, and estate-planning advice. Developing local business and community connections.
Responsibilities
- Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
- Act as a single point of contact for clients under CIBC’s Imperial Service approach
- Help clients plan for current needs and future goals
- Provide tailored advice and solutions covering day-to-day banking, investments, lending, and estate planning
- Establish new client relationships and cultivate a professional network
- Understand the local market and client base to create sales plans and convert leads
- Generate opportunities and deliver bottom-line results through relationship building and networking
- Use CIBC credit and investment solutions to provide a needs-based approach
- Attend local events and participate in marketing and outreach activities to increase CIBC brand awareness
- Create lasting community connections and future business opportunities
Requirements
- 1–3 years of experience providing financial advice to clients and establishing relationships while achieving performance targets
- Current accreditation and good standing in The Canadian Securities Course (CSC), Canadian Investments Funds Course (CIFC), or Investment Funds in Canada Course (IFC)
- Must meet eligibility requirements for CIRO-MFD licensing
- For Quebec roles: current accreditation and good standing in AMF licensing
- For Quebec roles: successful completion of CIFC or CSC to support AMF licensing
- Registered Retirement Consultant (RRC) for Quebec roles
- CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) are assets
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- Flexibility to work banking centre hours, including evenings and weekends
- Flexibility to work at multiple banking centres within a reasonable travel distance
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Accessible candidate experience and accommodation support
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
FP&A Analyst creating budgeting, forecasting, and financial modeling tasks for Anyone AI. Evaluating AI agents’ financial analysis and planning capabilities.
Financial Services Representative helping CIBC clients plan finances and choose banking solutions. Building relationships, recommending products, and promoting digital banking across Ontario banking centres.
Associate Financial Advisor helping CIBC clients achieve personal and small - business financial goals. Managing mortgage relationships, recommending banking solutions, and driving client growth.
Financial services professional supporting Desjardins members and clients with transactions, fraud assistance, and tailored solutions. On - site role serving branches across the Estrie region.
Senior Financial Analyst owning corporate FP&A planning, forecasting, and Board reporting. Supporting Clio’s legal AI platform with financial modelling, SaaS metrics, and strategic analysis.
Sun Life trainee financial advisor building client relationships and proposing insurance, health, and wealth - management solutions. Learning through a four - month development program with local district leadership.
Personal Finance Advisor advising Desjardins members and businesses on investments, loans, insurance, and integrated financial strategies. Building trusted relationships and representing the caisse in the community.
Personal Finance Advisor developing client relationships for Desjardins. Advising members and businesses on investments, loans, insurance, and integrated financial strategies.
Personal Finance Advisor helping Desjardins members achieve financial goals through tailored banking solutions. Recommending investments, loans, and insurance while managing trusted client relationships.