Sr. Financial Advisor - Ciro-id

CIBC Capital Markets

Vancouver, Canada
Client relationship management
Financial plan creation
Investment advice
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service

Job Summary

  • Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
  • Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
  • At CIBC, your goals are a priority and we strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

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
  • Financial plan creation
  • Investment advice
  • Business development
  • Community outreach

Nice-to-have

  • Relationship-oriented bank
  • Empowered work environment
  • Values driven
  • Goal oriented
  • Embrace change

Key Requirements

  • 4 years relevant experience
  • CIRO-ID licensing
  • AMF licensing (Quebec)
  • CIFC or CSC
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter