Sr. Financial Advisor Ciro-id (urban) [richmond Hill, Markham, Newmarket]

CIBC

Richmond Hill, Ontario, Canada
Competitive salary; incentive pyy included; benefi...
Ciro-id certification required
Client portfolio management
Financial planning expertise
The role involves managing a large client portfolio by creating comprehensive financial plans and providing exceptional client service

Job Summary

  • The role involves managing a large client portfolio by creating comprehensive financial plans and providing exceptional client service.
  • Candidates must be certified professionals with current CIRO-ID accreditation and good standing to deliver trusted investment advice.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for growth.

Matching Summary

The role involves managing a large client portfolio by creating comprehensive financial plans and providing exceptional client service.

Salary

Competitive salary; Incentive pay included; Benefits program and pension plan offered

Skills & Requirements

Must-have

  • CIRO-ID certification required
  • Client portfolio management
  • Financial planning expertise
  • Investment advisory services
  • Business development skills

Nice-to-have

  • Strong networking abilities
  • Community involvement experience
  • Relationship-oriented mindset
  • Goal-oriented approach
  • Diverse network building

Key Requirements

  • CIRO-ID Investment Dealer license
  • Postsecondary degree or diploma
  • 4 years of relevant experience
  • Current accreditation in good standing

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter