Senior Financial Advisor – CIRO-MFD

CIBC US

Senior Financial Advisor managing and growing client portfolios at CIBC. Creating financial plans and providing exceptional client service in the Imperial Service Team.

Posted 5/11/2026full-timeBarrie • 🇨🇦 CanadaSeniorWebsite

About the role

Key responsibilities & impact

Manage and grow your dedicated client portfolio through key relationship management
Create comprehensive financial plans and provide exceptional client service
Deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio
Proactively engage with many new and existing clients to make lasting connections
Understand client goals, build financial plans using advanced CIBC tools, and give right advice for informed choices
Work flexible banking centre hours, including evenings and weekends
Work at multiple banking centres within a reasonable travel distance
Be on-site full-time to successfully perform the work

Requirements

What you’ll need

1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients
You’re a certified professional (CIRO-MFD)
Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing upon hire
Personal Financial Planner (PFP) within 24 months of hire
You’re a certified professional (Quebec)
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)
It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)

Benefits

Comp & perks

Competitive salary
Incentive pay
Banking benefits
Benefits program*
Defined benefit pension plan*
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningclient portfolio managementrelationship managementinvestment funds knowledgetaxation fundamentalslegal aspects of financial planning

Soft Skills

client servicecommunicationproactive engagementflexibilityinterpersonal skills

Certifications

CIRO-MFDCanadian Securities Course (CSC)Canadian Investment Funds Course (CIFC)Investment Funds in Canada Course (IFC)Personal Financial Planner (PFP)AMF licensingRegistered Retirement Consultant (RRC)