Posted: June 2, 2026
Aggregated from workday. View original posting at cibc.wd3.myworkdayjobs.com. Apply directly with the employer.
Financial Advisor, CIRO-MFD - Picton, ON (CIBC) is listed at CIBC in Picton, ON. The Beaver Board aggregates this opening from the employer's career page — apply using the button below to reach the official application. Browse more jobs at CIBC.
As a dedicated Financial Advisor at CIBC in Picton, Ontario, you will join the esteemed Imperial Service Team, playing a crucial role in a relationship-oriented bank committed to excellence. CIBC is actively seeking passionate professionals who are driven by the desire to do what is right for their clients. This full-time, on-site position offers a unique opportunity to empower your strengths and ambitions, making a significant impact on the financial health of individuals and families across the community. You will be instrumental in building and growing a dedicated client portfolio through expert relationship management, comprehensive financial services support, and delivering exceptional client service. Your primary objective will be to act as a single point of contact, helping clients plan for their immediate banking needs and achieve their long-term financial goals, ensuring they receive tailored advice and support.
In this role, your focus will be on the client experience, connecting on a personal level to make every interaction meaningful and impactful. You will provide bespoke financial advice and solutions encompassing all facets of financial planning, from day-to-day banking operations to strategic investments, lending products, and estate planning. A key aspect involves cultivating your professional network to establish new client relationships, deeply understanding the local Picton market to convert leads into loyal clients. By leveraging CIBC’s wide array of credit and investment solutions, you will adopt a needs-based approach that consistently results in satisfied clients and increased referrals. Furthermore, you will actively heighten the CIBC brand awareness within the community by participating in local events and marketing activities, fostering lasting connections that generate future opportunities and help clients make informed decisions about their financial future. Flexibility to work banking centre hours, which may include evenings and weekends, is essential to meet diverse client needs.
To excel as a Financial Advisor with CIBC, candidates must demonstrate 1 to 3 years of experience in providing expert financial advice to clients, coupled with a proven ability to establish strong relationships and achieve performance targets. You must be a certified professional, holding current accreditation and good standing in CIRO-MFD licensing. Essential qualifications include successful completion of The Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), or Investment Funds in Canada Course (IFC), which are critical to meet the eligibility requirements for CIRO-MFD licensing. For professionals based in Quebec, current AMF licensing, successful completion of CIFC or CSC to support AMF licensing, and Registered Retirement Consultant (RRC) are mandatory. These specific courses provide the foundational knowledge and regulatory compliance needed to effectively guide clients through complex financial decisions, reinforcing CIBC's commitment to professional standards.
At CIBC, your career aspirations are a priority. We are committed to fostering an environment where your strengths and ambitions as an employee are recognized and nurtured, providing opportunities to tap into your full potential. Beyond a competitive salary and incentive pay, CIBC offers a comprehensive banking benefits package, a robust benefits program, a defined benefit pension plan, and an employee share purchase plan. We cultivate a culture where you can make a real difference, supported by a modern technological toolkit designed to foster innovative solutions for our clients. CIBC believes in recognizing your contributions through programs like MomentMakers and supports your personal and professional growth with initiatives such as Purpose Day. This role in Picton offers not just a job, but a career path where you are truly valued for who you are and what you contribute, helping you make a lasting impact.
