Senior Financial Advisor – CIRO, MFD

CIBC US

Senior Financial Advisor managing and growing dedicated client portfolios at CIBC. Delivering exceptional client service and creating comprehensive financial plans through key relationship management.

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

About the role

Key responsibilities & impact

manage and grow a dedicated client portfolio through key relationship management
create comprehensive financial plans
provide exceptional client service
proactively engage with new and existing clients to make lasting connections
understand client goals and build financial plans using advanced CIBC tools
deliver trusted investment advice
work at multiple banking centres within a reasonable travel distance

Requirements

What you’ll need

1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients
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)
meet eligibility requirements for CIRO-MFD licensing upon hire
Personal Financial Planner (PFP) within 24 months of hire
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)

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment adviceclient portfolio management

Soft Skills

relationship managementclient servicecommunicationengagement

Certifications

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