As a Senior Financial Advisor, you will manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service
Job Summary
As a Senior Financial Advisor, you will manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service.
You will proactively engage with many new and existing clients to make lasting connections and provide comprehensive financial advice, enabling them to secure their futures, own their homes, and build their businesses.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.
Matching Summary
As a Senior Financial Advisor, you will manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service.
Skills & Requirements
Must-have
Client portfolio management
Relationship management
Complex financial services
Exceptional client service
Sales plan development
Needs-based approach
Nice-to-have
Relationship-oriented
Empowered at work
Values driven
Community involvement
Acts like an owner
Key Requirements
MFDA certification
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) accreditation