As a Senior Financial Advisor, you will 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, you will 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 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.
At CIBC, your goals are a priority, and they strive to give you a career rather than just a paycheck with competitive compensation and benefits.
Matching Summary
As a Senior Financial Advisor, you will 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
Exceptional client service
Relationship management
Business development planning
Needs-based approach
Nice-to-have
Relationship-oriented bank
Embrace your strengths
Meaningful impact
Act like an owner
Goal oriented
Community involvement
Key Requirements
1.5 – 3 years experience in financial advisory
Certified professional (CIRO-MFD)
Current accreditation and good standing in CSC/CIFC/IFC
Meet eligibility for CIRO-MFD licensing
Personal Financial Planner (PFP) within 24 months
Certified professional (Quebec)
Current accreditation and good standing in AMF licensing