Sr. Financial Advisor Ciro-id (urban)

CIBC Capital Markets

Thunder Bay, Canada
Base: competitive salary; bonus/equity: incentive ...
Client portfolio management
Financial plan creation
Exceptional client service
As a Senior Financial Advisor, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service

Job Summary

  • As a Senior Financial Advisor, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
  • You will proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

Matching Summary

As a Senior Financial Advisor, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Client portfolio management
  • Financial plan creation
  • Exceptional client service
  • Relationship management
  • Investment advice
  • On-site full-time work

Nice-to-have

  • Community brand awareness
  • Networking for opportunities
  • Empowered to take initiative
  • Goal-oriented and results-driven
  • Embrace and advocate for change

Key Requirements

  • 4 years of relevant experience
  • CIRO-ID licensing
  • AMF licensing (Quebec)
  • CIFC or CSC completion
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter