Personal Finance Advisor helping Desjardins members and businesses meet financial goals. Recommending investments, loans, and insurance while managing trusted client relationships.
About the role
- Financial Advisor building client portfolios and delivering banking, investment, lending, and estate-planning advice at CIBC. On-site role serving clients across nearby British Columbia banking centres.
Responsibilities
- Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
- Deliver CIBC’s Imperial Service approach as a single point of contact for clients
- Help clients plan for current needs and future goals
- Provide tailored financial advice covering day-to-day banking, investments, lending, and estate planning
- Establish new client relationships and cultivate a professional network
- Understand the local market and potential client base to create sales plans and convert leads into clients
- Use relationship-building and networking skills to generate opportunities and deliver results
- Leverage credit and investment solutions using a needs-based approach
- Attend local events and participate in marketing and outreach activities to increase CIBC brand awareness
- Work on-site full-time at banking centres, potentially across multiple nearby locations
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: current accreditation and good standing in AMF licensing
- For Quebec: successful completion of CIFC or CSC to support AMF licensing
- For Quebec: Registered Retirement Consultant (RRC)
- CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) is an asset
- CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) is an asset
- Flexible availability for banking centre hours, including evenings and weekends
- Flexibility to work at multiple banking centres within a reasonable travel distance
- Legally eligible to work at the specified location(s); valid work or study permit where applicable
- May need to complete an attribute-based assessment and other skills tests, including French proficiency testing
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
- Purpose Day: a paid day off dedicated to personal growth and development
- Opportunities for career growth and development
- Accessible candidate experience and accommodation support
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Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing client needs, profitability, and risk.
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