As a Senior Financial Advisor, 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, 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, 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, and a defined benefit pension plan.
Matching Summary
As a Senior Financial Advisor, 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
Relationship management
Comprehensive financial plans
Exceptional client service
Client portfolio management
Local market understanding
Nice-to-have
Relationship building skills
Networking skills
Community involvement
Act like an owner
Goal oriented
Key Requirements
1.5 – 3 years experience in financial advisory
Certified professional (CIRO-MFD)
Current accreditation and good standing in CSC/CIFC/IFC
Personal Financial Planner (PFP) within 24 months
Certified professional (Quebec)
Current accreditation and good standing in AMF licensing