Financial Advisor - CIRO

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 and provide the right financial advice, helping them 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. To successfully perform the work, you will be on‑site full‑time.

• 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 – Deeply understand your local market and potential client base to create a sales plan that will convert leads into new clients. Use your strong 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 will result in satisfied, loyal clients and increased referrals.
• Community involvement – Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

• Post‑secondary degree/diploma and/or 4 years of relevant experience.
• Certified professional with CIRO‑ and current accreditation and good standing.
• Canadian Securities Course (CSC) or Canadian Investment Funds Course (CIFC) completed, supporting AMF licensing where applicable.
• Registered Retirement Consultant (RRC) license where required.
• Holds CSI/ICB Investment and Taxation Fundamentals Course (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) – an asset.
• Values oriented – trust, teamwork, and accountability are lived daily.
• Goal‑oriented, motivated by accomplishing objectives and delivering results.

• Business Development
• Client Service
• Community Connections
• Financial Advising
• Investments
• Lending
• Portfolio Management
• Results‑Oriented

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program*
• Defined benefit pension plan*
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• Moment Makers, a points‑based recognition program

* Subject to plan and program terms and conditions.

Job Location:

Penticton‑Main and Nanaimo

Employment Type:

Regular

Weekly

Hours:

37.5

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.