Sr. Financial Advisor Ciro-id (urban) [richmond Hill, Markham, Newmarket]

CIBC

Richmond Hill, Ontario, Canada
Client portfolio management
Comprehensive financial plans
Relationship management
As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals

Job Summary

  • As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals.
  • You’ll 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.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, offering a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, and an employee share purchase plan.

Matching Summary

As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals.

Skills & Requirements

Must-have

  • client portfolio management
  • comprehensive financial plans
  • relationship management
  • investment advice
  • business development
  • local market understanding

Nice-to-have

  • client engagement focus
  • community brand awareness
  • empowered work environment
  • goal-oriented mindset
  • embrace change

Key Requirements

  • postsecondary degree/diploma and/or 4 years relevant experience
  • Certified Professional (CIRO-ID)
  • current CIRO-ID licensing
  • legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter