Financial Advisor – CIRO

CIBC US

Financial Advisor building and growing dedicated client portfolios at CIBC through relationship management. Delivering tailored financial advice and solutions for banking, investments, lending, and estate planning.

Posted 6/14/2026full-timeGeorgetown • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

build and grow a dedicated client portfolio through relationship management
deliver on CIBC’s Imperial Service approach
act as a single point of contact for clients
help clients plan for today’s needs and tomorrow’s goals
provide tailored advice and solutions in financial planning including banking, investments, lending, and estate planning
cultivate a network to establish new client relationships
deeply understand the local market and potential client base to create sales plans
use relationship building and networking skills to create connections and generate opportunities
heighten CIBC brand awareness by attending local events and participating in outreach activities

Requirements

What you’ll need

postsecondary degree/diploma and/or 4 years of relevant experience
Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) certification
current accreditation and good standing for CIRO-ID licensing
current accreditation and good standing in AMF licensing (Quebec)
successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing
Registered Retirement Consultant (RRC)
asset: completion of 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningbankinginvestmentslendingestate planningsales planningnetworking

Soft Skills

relationship managementclient communicationadvisory skillsnetwork cultivationmarket understanding

Certifications

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)