Sr. Financial Advisor Ciro-mfd (urban) [mandarin / Cantonese]

CIBC

Toronto, Canada
Relationship management
Financial planning
Client engagement
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.
  • Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
  • At CIBC, your goals are a priority and we aspire to give you 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

  • Relationship management
  • Financial planning
  • Client engagement
  • Business development
  • Mandarin / Cantonese language skills

Nice-to-have

  • Community involvement
  • Act like an owner
  • Goal oriented
  • Inspire outcomes
  • Values matter

Key Requirements

  • 1.5 – 3 years experience
  • CIRO-MFD certified professional
  • Current CSC/CIFC/IFC accreditation
  • Personal Financial Planner (PFP) within 24 months
  • AMF licensing (Quebec)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter