Financial Advisor CIRO-MFD

As a Financial Advisor CIRO-MFD, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. 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.

Requirements

• Demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
• Certified professional (CIRO-MFD) with current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and meet eligibility requirements for CIRO-MFD licensing.
• Certified professional (Quebec) with current accreditation and good standing in AMF licensing, and Registered Retirement Consultant (RRC).
• Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing.
• Experience with CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) is an asset.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program