Financial Advisor
Job in
Moncton, New Brunswick, Canada
Listed on 2026-06-20
Listing for:
CIBC
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Become a key financial advisor at CIBC in Moncton, where client relationships and tailored financial advice are paramount. This full-time role emphasizes community involvement and exceptional service.
Join the CIBC Personal and Business Banking Team as a Financial Advisor. In this role, you will manage a dedicated client portfolio while providing comprehensive financial services tailored to each client's needs. You’ll engage with clients to understand their goals and apply your knowledge in investments, lending, and banking.
Key Responsibilities:
• Engage clients to ensure a personalized financial experience
• Develop a sales strategy for new client acquisition
• Attend events to boost CIBC's local visibility
• Foster new relationships within your community
• Offer solutions in financial planning across various sectors
Requirements:
• 1-3 years of financial advisory experience
• Authorization in CIRO-MFD or AMF required
• Proven networking and relationship management skills
• Knowledge of financial products and services
• Driven by a results-oriented mindset
Foster strong community ties and exceptional client service as a Financial Advisor at CIBC in Moncton.
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