Financial Advisor CIRO-MFD

3 weeks ago

Windsor, Canada CIBC Full time

Financial Advisor CIRO-MFD – CIBC Join CIBC as a Financial Advisor (CIRO-MFD) and build lasting client relationships through expert financial advice and exceptional service. What You’ll Be Doing As a member of the Imperial Service Team, you’ll grow a dedicated client portfolio, act as a single point of contact, and help clients plan for today’s needs and tomorrow’s goals. You’ll provide the right financial advice to secure futures, own homes, and set up businesses. Flexibility to work multiple banking centres within a reasonable travel distance is required. Responsibilities Client Engagement – Deliver tailored advice across all financial planning areas, cultivate a network to establish new client relationships. Business Development – Create and execute a local sales plan to convert leads into new clients, leverage CIBC’s credit and investment solutions. Community Involvement – Increase CIBC brand awareness through local events, marketing and outreach activities. Qualifications 1 – 3 years experience providing financial advice with proven performance. CIRO-MFD licensed and current accreditation in CSC/CIFC/IFC; eligibility for CIRO-MFD licensing. Quebec licensed and current accreditation in AMF; completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC); RRC; optional Quebec advanced courses. Client‑first mindset, passion for people, ownership, goal orientation, authenticity, and trust, teamwork, accountability values. What CIBC Offers Competitive salary, incentive pay, comprehensive benefits, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, MomentMakers recognition program. Flexible technology and collaborative culture with purpose‑driven initiatives such as Purpose Day. What You Need To Know CIBC is committed to an inclusive environment; accommodations available. Contact Mailbox.careers-carrieres@cibc.com for assistance. Legal eligibility to work in Canada and required work or study permit. Assessment and skills tests may be required; AI supported hiring tools will be used. Job Location Tecumseh & Lauzon Banking Centre – Tecumseh, ON. Employment Type Regular – Full‑time Weekly Hours 37.5 Skills Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results‑Oriented. CC EEO Statement – CIBC is an equal‑opportunity employer. CIBC will provide reasonable accommodations for candidates with disabilities. #J-18808-Ljbffr

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