As a Senior Financial Advisor, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
As a Senior Financial Advisor, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
You will 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, 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 a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Skills & Requirements
Must-have
Client relationship management
Comprehensive financial plans
Exceptional client service
Investment advice
Local market understanding
Needs-based approach
Nice-to-have
Relationship-oriented bank
Embrace your strengths
Act like an owner
Engage with your heart and mind
Inspire outcomes
Advocate for change
Key Requirements
Postsecondary degree/diploma and/or 4 years relevant experience
Certified professional CIRO-ID
Current accreditation and good standing for CIRO-ID licensing