Sr. Financial Advisor Ciro-id (urban)

CIBC Capital Markets

Thunder Bay, Canada
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Relationship management
Financial plan creation
Client portfolio management
** CIBC Capital Markets is seeking a Senior Financial Advisor for their Thunder Bay location, focused on managing and growing a dedicated client portfolio through relationship management and exceptional service. The ideal candidate will be client-focused, possess strong networking skills, and hold relevant certifications in the financial industry. **

Job Summary

  • Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
  • 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.
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a Senior Financial Advisor for their Thunder Bay location, focused on managing and growing a dedicated client portfolio through relationship management and exceptional service. The ideal candidate will be client-focused, possess strong networking skills, and hold relevant certifications in the financial industry. **

Skills & Requirements

Must-have

  • Relationship management
  • Financial plan creation
  • Client portfolio management
  • Investment advice
  • Business development planning
  • Community brand awareness

Nice-to-have

  • Client engagement with purpose
  • Passion for people and diverse networks
  • Ownership mentality and initiative
  • Goal-oriented and impact-driven
  • Embracing and advocating for change

Key Requirements

  • Postsecondary degree/diploma and/or 4 years of relevant experience
  • Current CIRO-ID licensing
  • Current AMF licensing (Quebec)
  • Registered Retirement Consultant (RRC)

Work Rights

Not specified

Tailored Resume

Cover Letter