More jobs:
Financial Advisor
Job in
Ottawa, Ontario, Canada
Listed on 2026-07-07
Listing for:
CIBC
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Elevate your career as a Financial Advisor with CIBC in Ottawa, emphasizing proactive client engagement and personalized financial planning. This full-time role focuses on nurturing client relationships while enhancing financial strategies.
As part of the Imperial Service Team, you will manage a diverse client portfolio and tailor financial plans to meet specific needs. Your work will not only boost client loyalty but also strengthen CIBC's community presence through exceptional service and advice.
Key Responsibilities:
• Cultivate a diverse range of client relationships
• Tailor financial plans to individual client needs
• Provide comprehensive investment and credit solutions
• Engage with clients for long-term relationship building
• Participate in community events for outreach
Requirements:
• 4+ years of finance and advisory experience
• Valid CIRO- in good standing
• Knowledge of AMF regulations and licensing requirements
• Strong networking and relationship management skills
• Commitment to a client-first service philosophy
Bring your financial expertise to CIBC and help clients reach their financial goals.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×