Senior Financial Advisor- CIRO- ID

We’re building a relationship‑oriented bank for the modern world. At CIBC, we embrace your strengths and ambition so you can make a meaningful impact.

What you’ll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.

• Client engagement – Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Trusted investment advice – Deliver personalized financial plans to enhance existing relationships.
• Business development – Deeply understand the local market, create a comprehensive sales plan, and convert leads into new clients.
• Community involvement – Represent CIBC in community events and marketing activities to raise brand awareness.
• Flexible to work banking centre hours, including evenings and weekends.
• Flexible to work at multiple banking centres within a reasonable travel distance.

Who you are

You put our clients first, engage with purpose, go the extra mile, thrive when empowered, and are goal‑oriented. You value diversity, respect different perspectives, and continuously evolve to deliver the best.

Qualifications

• Postsecondary degree/diploma and/or 4 years of relevant experience.
• Certified professional: CIRO‑ID licensing in Canada.
• CIRO‑ID accreditation and good standing; or AMF licensing in Quebec with current accreditation and good standing, completed Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC), and Registered Retirement Consultant (RRC).
• Asset: Completion of CSI/ICB Investment and Taxation Fundamentals Course (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

What CIBC offers

• Competitive salary and incentive pay.
• Banking benefits and defined benefit pension plan.
• Employee share purchase plan.
• Vacation offering and wellbeing support.
• MomentMakers social recognition program.
• Purpose Day – a paid day off for personal growth and development.

Diversity and Inclusion

CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. We seek applicants of all abilities and provide an accessible candidate experience. All candidates must be legally eligible to work in the specified location.