Sr. Financial Advisor - Ciro-id (urban)

CIBC

Vancouver, Canada
Relationship management
Comprehensive financial plans
Exceptional client service
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, and a vacation offering.

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

  • Relationship management
  • Comprehensive financial plans
  • Exceptional client service
  • Manage and grow client portfolio
  • On-site full-time work

Nice-to-have

  • Client engagement with purpose
  • Act like an owner
  • Goal oriented
  • Embrace and advocate for change
  • Community involvement

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • Certified professional (CIRO-ID)
  • Canadian Securities Course (CSC) within past 3 years
  • Conduct and Practices Handbook Course (CPH)
  • Wealth Management Essentials Course (WME)
  • Personal Financial Planner (PFP) within 24 months

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter