CIBC Capital Markets is seeking a Senior Financial Advisor to manage and grow a dedicated client portfolio through relationship management and comprehensive financial planning. The ideal candidate will possess strong client engagement skills, business development abilities, and relevant professional certifications
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.
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
Match Score: 85
CIBC Capital Markets is seeking a Senior Financial Advisor to manage and grow a dedicated client portfolio through relationship management and comprehensive financial planning. The ideal candidate will possess strong client engagement skills, business development abilities, and relevant professional certifications.
Skills & Requirements
Must-have
relationship management
financial planning
client engagement
business development
community involvement
Nice-to-have
client-focused approach
goal-oriented mindset
embracing change
diverse network of partners
Key Requirements
postsecondary degree/diploma and/or 4 years of relevant experience