Sr. Financial Advisor Ciro-mfd (urban)

CIBC Capital Markets

Toronto, Canada
Client relationship management
Financial plan creation
Investment advice delivery
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service

Job Summary

  • Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
  • Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
  • At CIBC, your goals are a priority, and we aspire to give you a career, rather than just a paycheck.

Matching Summary

Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial plan creation
  • Investment advice delivery
  • Client portfolio management
  • Business development skills

Nice-to-have

  • Relationship-oriented banking
  • Community brand awareness
  • Empowered work environment
  • Personalized client experiences

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • Certified professional (CIRO-MFD)
  • Current accreditation in CSC/CIFC/IFC
  • Personal Financial Planner (PFP) within 24 months
  • Certified professional (Quebec)
  • AMF licensing
  • Registered Retirement Consultant (RRC)

Work Rights

Not specified

Tailored Resume

Cover Letter