Senior Financial Advisor – CIRO-ID

CIBC US

Senior Financial Advisor helping clients with financial planning as part of CIBC's Imperial Service Team. Responsible for managing client relationships and delivering tailored financial solutions.

Posted 5/31/2026full-timeOttawa • 🇨🇦 CanadaSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial planningclient portfolio managementinvestment advicerelationship managementgoal settingfinancial analysis

Soft Skills

client servicecommunicationproactive engagementinterpersonal skillsproblem solving

Certifications & Qualifications

Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)AMF licensingCanadian Investment Funds Course (CIFC)Canadian Securities Course (CSC)Registered Retirement Consultant (RRC)CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774)CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)

Industry Keywords

CIBC Imperial Servicefinancial goalsinvestment dealerfinancial planning standardsclient engagement

About the role

Key responsibilities & impact

manage and grow a dedicated client portfolio through key relationship management
create comprehensive financial plans and provide exceptional client service
expertly deliver on CIBC’s Imperial Service approach
take responsibility for a large portfolio helping clients plan for today’s needs and tomorrow’s goals
proactively engage with many new and existing clients to make lasting connections
understand client goals, build their financial plan, and provide right advice for informed choices

Requirements

What you’ll need

postsecondary degree/diploma and/or 4 years of relevant experience
certified professional - Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
current accreditation and good standing for CIRO-ID licensing
certified professional (Quebec) with 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).
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
a benefits program*
defined benefit pension plan*
an employee share purchase plan
a 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