Financial Advisor – CIRO, ID, CIRO – MFDA/AMF

CIBC US

. Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service .

Posted 10/27/2026full-timeLethbridge • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advising, relationship management, and client service, with a strong focus on achieving performance targets and providing tailored financial solutions. Holds relevant certifications and licenses to effectively support clients in banking, investments, and estate planning.

Highest-signal resume keywords

Financial AdviceRelationship ManagementClient ServiceCanadian Securities Course (CSC)Investment Funds in Canada Course (IFC)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment SolutionsLending SolutionsEstate PlanningSales PlanningLead ConversionNetworkingPerformance Target AchievementClient Portfolio ManagementMarket Understanding

Soft Skills

Exceptional Client ServiceRelationship BuildingCommunicationFlexibilityNetworking

Certifications & Qualifications

Canadian Securities Course (CSC)Canadian Investments Funds Course (CIFC)Investment Funds in Canada Course (IFC)Registered Retirement Consultant (RRC)CIRO-MFD LicensingAMF Licensing

Industry Keywords

Financial ServicesClient PortfolioCIBCInvestment SolutionsBanking CentreCommunity ConnectionsBrand AwarenessLocal Market

About the role

Key responsibilities & impact

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
Act as a single point of contact for clients under CIBC’s Imperial Service approach
Help clients plan for current needs and future goals
Provide tailored advice and solutions covering day-to-day banking, investments, lending, and estate planning
Establish new client relationships and cultivate a professional network
Understand the local market and client base to create sales plans and convert leads
Generate opportunities and deliver bottom-line results through relationship building and networking
Use CIBC credit and investment solutions to provide a needs-based approach
Attend local events and participate in marketing and outreach activities to increase CIBC brand awareness
Create lasting community connections and future business opportunities

Requirements

What you’ll need

1–3 years of experience providing financial advice to clients and establishing relationships while achieving performance targets
Current accreditation and good standing in The Canadian Securities Course (CSC), Canadian Investments Funds Course (CIFC), or Investment Funds in Canada Course (IFC)
Must meet eligibility requirements for CIRO-MFD licensing
For Quebec roles: current accreditation and good standing in AMF licensing
For Quebec roles: successful completion of CIFC or CSC to support AMF licensing
Registered Retirement Consultant (RRC) for Quebec roles
CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) are assets
Legally eligible to work at the specified location(s)
Valid work or study permit where applicable
Flexibility to work banking centre hours, including evenings and weekends
Flexibility to work at multiple banking centres within a reasonable travel distance

Benefits

Comp & perks

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers social, points-based recognition program
Paid Purpose Day for growth and development
Accessible candidate experience and accommodation support