Financial Advisor CIRO-ID (Urban)
On-siteBelleville, Ontario, Canada
Job Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. Deliver tailored advice across day-to-day banking, investments, lending, and estate planning while acting as a single point of contact to help clients secure futures, own homes, and set up businesses. Cultivate networks to establish new client relationships and convert leads using a needs-based approach that leverages CIBC's credit and investment solutions. Heighten brand awareness by attending local events and participating in marketing and outreach activities to generate future opportunities. Work on-site full-time in Belleville, N.Front and Bell Bl.
Required Qualifications
- You put our clients first
- You engage with purpose to find the right solutions
- You go the extra mile, because it's the right thing to do
- You're passionate about people
- You find meaning in relationships and surround yourself with a diverse network of partners
- You connect with others through respect and authenticity
- You act like an owner
- You thrive when you're empowered to take initiative, go above and beyond, and deliver results
- You have a postsecondary degree/diploma and/or 4 years of relevant experience
- You're a certified professional
- Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
- You have current accreditation and good standing for CIRO-ID licensing
- You're a certified professional (Quebec)
- You have current accreditation and good standing in AMF licensing
- Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing
- Registered Retirement Consultant (RRC)
- You need to be legally eligible to work at the location(s) specified above
- must have a valid work or study permit
Desired Qualifications
- It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774)
- It's an asset if you've completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
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