As a Senior Financial Advisor, you will manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service
Job Summary
As a Senior Financial Advisor, you will manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service.
You will proactively engage with many new and existing clients to make lasting connections and provide comprehensive financial advice, enabling them to secure their futures, own their homes, and build their businesses.
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 your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service.
Skills & Requirements
Must-have
Client relationship management
Comprehensive financial advice
Local market understanding
Sales plan development
Needs-based client approach
On-site full-time work
Nice-to-have
Building lasting connections
Community brand awareness
Empowered work environment
Expressing ambition
Personalized recognition programs
Key Requirements
MFDA certification
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) accreditation