Sr. Financial Advisor CIRO-ID (Urban)

Job Description

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 your ambitions, so you are empowered 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 Imperial Service 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 and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.

At CIBC, we enable the most optimal work environment for you to thrive in your role. To perform your duties successfully, you’ll be on-site full-time.

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 in all areas of financial planning including day-to-day banking, investments, lending, and estate planning. Cultivate your network to establish new client relationships.
• Business development - 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 results. Leverage CIBC’s range of credit and investment solutions to meet client needs, resulting in satisfied, loyal clients and increased referrals.
• Community involvement - Enhance CIBC’s brand awareness in your community 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. You engage purposefully to find the right solutions and go the extra mile because it’s the right thing to do.
• You’re passionate about people. You value 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 1–3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets.
• You’re goal-oriented. Motivated by accomplishing your goals and making a difference.
• You’re a certified professional (CIRO-ID). You hold current accreditation and are in good standing for CIRO-ID licensing requirements; Canadian Securities Course (CSC) completed within the past 3 years is required upon hire, along with Conduct and Practices Handbook Course (CPH) and Wealth Management Essentials Course (WME).
• You’re a certified professional (Quebec). You hold current accreditation and good standing in AMF licensing; completion of Canadian Investment Funds Course (CIFC) or CSC to support AMF licensing, and Registered Retirement Consultant (RRC). Additional courses like CSI/ICB Investment and Taxation Fundamentals Course (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) are assets.
• Values matter to you. You bring your authentic self to work and embody our values of trust, teamwork, and accountability.

#LI-TA

What CIBC Offers

Your goals are our priority. We focus on your strengths and ambitions, creating opportunities to unlock your potential. We aim to offer a career, not just a paycheck.

• Recognition through a competitive salary, incentive pay, banking benefits, a benefits program*, a defined benefit pension plan*, an employee share purchase plan, vacation, wellbeing support, and MomentMakers, our social recognition program.

• Modern spaces and tools to foster collaboration and innovation for our clients’ benefit.

• An inclusive culture that supports your growth, including initiatives like Purpose Day—a paid day off for your development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to an inclusive environment. If you need accommodation, contact Mailbox.careers-carrieres@cibc.com

• You must be legally eligible to work at the specified location(s) and have necessary permits.

• We may require assessments and skills tests to learn more about your capabilities and to help you understand more about us.

Job Location

Toronto-CC West Concourse

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented