Senior Financial Advisor Mfda

CIBC Capital Markets

Competitive salary; incentive pyy; banking benefit...
Client portfolio management
Relationship building skills
Investment advice delivery
The role involves managing a dedicated client portfolio by creating comprehensive financial plans and providing exceptional service

Job Summary

  • The role involves managing a dedicated client portfolio by creating comprehensive financial plans and providing exceptional service.
  • Candidates must be certified professionals with MFDA licensing and current accreditation in CSC or CIFC courses.
  • CIBC offers a competitive salary, incentive pay, health benefits, and a defined benefit pension plan to support employee growth.

Matching Summary

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

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • Client portfolio management
  • Relationship building skills
  • Investment advice delivery
  • Financial planning creation
  • Business development execution

Nice-to-have

  • Community involvement experience
  • Diverse network of partners
  • Goal oriented mindset
  • Authentic connection style
  • Flexible availability for evenings

Key Requirements

  • MFDA certification required
  • 1.5-3 years financial advisory experience
  • Current CSC or CIFC accreditation
  • AMF licensing eligibility (Quebec)
  • PFP certification within 24 months

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter