Financial Advisor CIRO-MFD - CIBC, Barrie

About this opportunity

CIBC is building a relationship-oriented bank for the modern world and is looking for talented, passionate professionals who are dedicated to doing what is right for clients. As part of these CIBC jobs, team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

As a member of the Imperial Service Banking Team among finance jobs Barrie, you will build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You will act as a single point of contact for your clients, helping them plan for today and tomorrow while making lasting connections and providing the right financial advice.

What you'll do

Your day-to-day responsibilities span client engagement, business development, and community involvement to support clients and grow the business.

• Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.
• Cultivate your network to establish new client relationships.
• Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients.
• Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
• Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
• Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.

Requirements

To qualify for this position, candidates must meet specific professional and experience criteria.

• 1 to 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
• Certified professional (CIRO-MFD) with current accreditation and good standing in The Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course.
• Must meet eligibility requirements for CIRO-MFD licensing.
• Flexibility to work banking centre hours which may include evenings and weekends.
• Flexibility to work at multiple banking centres within a reasonable travel distance.
• Legal eligibility to work at the specified location with a valid work or study permit where applicable.

Who you'll work with

CIBC fosters an inclusive environment where all team members and clients feel they belong. You will thrive if you put clients first, engage with purpose, find meaning in relationships, act like an owner, and stay goal-oriented.