Senior Financial Advisor, CIRO -MFD/ID

Overview

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’ll be flexible to work our banking centre hours which may include evenings and weekends and may be required to work at multiple banking centres within a reasonable travel distance.

Responsibilities

• 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.
• 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.
• 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.

Qualifications

• You put our clients first and engage with purpose to find the right solutions.
• You’re passionate about people, find meaning in relationships and surround yourself with a diverse network of partners.
• You act like an owner and thrive when empowered to take initiative, go above and beyond, and deliver results.
• You hold a post‑secondary degree/diploma and/or have 4 years of relevant experience.
• You’re goal oriented, motivated by accomplishing goals and delivering your best to make a difference.
• You have or are pursuing the necessary certifications: CIRO‑ID or CIRO‑MFD accreditation; AMF licensing for Quebec with successful completion of CIFC or CSC; RRC; and/or completion of the Quebec investment and taxation fundamentals and legal & ethical aspects courses.
• Values matter to you. You bring your real self to work and live our values – trust, teamwork and accountability.

Benefits

• Competitive salary, incentive pay and banking benefits.
• Share purchase plan, defined benefit pension plan and well‑being support.
• Vacation offering, MomentMakers social recognition program and paid Purpose Day.
• Access to a technological toolkit and collaborative spaces that foster innovation.

Important Information

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
• You need to be legally eligible to work at the specified locations and, where applicable, have a valid work or study permit.
• All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
• Artificial intelligence tools may be used during the recruitment process.

Job Details

Location: Saskatoon – Confederation & 22nd

Employment type: Regular

Weekly hours: 37.5

Required skills: Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results‑Oriented