Senior Financial Advisor/ Financial Advisor

Join to apply for the Senior Financial Advisor/ Financial Advisor (CIRO-ID) role at CIBC. 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, empowering you 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. To learn more about CIBC, please visit CIBC.com. What You'll Be Doing As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections, provide the right financial advice, and help clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours, which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance. How You'll Succeed Client engagement – focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions across day‑to‑day banking, investments, lending, and estate planning. Cultivate your network to establish new client relationships. Business development – deeply understand your local market and potential client base to create a sales plan that converts leads into new clients. Use your relationship‑building and networking skills to create 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 satisfies and retains clients. Community involvement – raise CIBC brand awareness by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that generate future opportunities. Who You Are You put our clients first and 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, find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. You act like an owner; you thrive when empowered to take initiative, go above and beyond, and deliver results. You can demonstrate 2–3 years of experience in providing financial advice, building relationships and achieving performance targets. You’re goal‑oriented, motivated by accomplishing your goals and delivering your best to make a difference. You are a certified professional (CIRO‑ID) with current accreditation and good standing. Canadian Securities Course (CSC) completed within the past 3 years is required upon hire. Conduct and Practices Handbook Course (CPH) and Wealth Management Essentials Course (WME) are also required. You are a certified professional (Quebec) with current accreditation and good standing in AMF licensing. Successful completion of Canadian Investment Funds Course (CIFC) or CSC, and Registered Retirement Consultant (RRC) is required. Assets include CSI/ICB Investment and Taxation Fundamentals Course – Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790). Values matter to you. You bring your real self to work and live our values – trust, teamwork, and accountability. What CIBC Offers A competitive salary, incentive pay, banking benefits, a benefits program: defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers – a social, points‑based recognition program. Access to modern spaces and a technological toolkit that facilitates collaboration and innovation. A culture where you can express ambition through initiatives like Purpose Day – a paid day off dedicated to your growth and development. What You Need To Know CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com. You need to be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit. We may ask you to complete attribute‑based assessment and other skills tests (simulation, coding, French proficiency, MS Office). Our goal is to get to know you and provide you the opportunity to learn more about us. Job Location 5100 50Th St. Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results‑Oriented #J-18808-Ljbffr