Sr. Financial Advisor Ciro-id (urban)

CIBC

Hamilton, Ontario, Canada
Competitive salary; incentive pyy; benefits includ...
Ciro-id licensing required
Client portfolio management
Comprehensive financial planning
The role involves managing a dedicated client portfolio through key relationship management and creating comprehensive financial plans

Job Summary

  • The role involves managing a dedicated client portfolio through key relationship management and creating comprehensive financial plans.
  • Candidates must be certified professionals with current CIRO-ID accreditation and good standing.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

The role involves managing a dedicated client portfolio through key relationship management and creating comprehensive financial plans.

Salary

Competitive salary; Incentive pay; Benefits including pension and share purchase plan

Skills & Requirements

Must-have

  • CIRO-ID licensing required
  • Client portfolio management
  • Comprehensive financial planning
  • Investment advice delivery
  • Business development skills

Nice-to-have

  • Community involvement and networking
  • Diverse partner network
  • Authentic relationship building
  • Adaptability to change
  • Goal-oriented mindset

Key Requirements

  • CIRO-ID certification and good standing
  • AMF licensing for Quebec (if applicable)
  • CIFC or CSC course completion
  • RRC certification
  • Postsecondary degree or 4 years experience

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter