Sr. Financial Advisor Ciro-id (urban) [ Gta Central ]

CIBC Capital Markets

Toronto, ON, CA
Competitive salary; incentive pyy available; defin...
Client portfolio management
Relationship building skills
Business development planning
The role involves managing a large client portfolio and delivering trusted investment advice to help clients plan for their future goals

Job Summary

  • The role involves managing a large client portfolio and delivering trusted investment advice to help clients plan for their future goals.
  • Candidates must be certified professionals with CIRO-ID licensing and current accreditation in good standing.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

The role involves managing a large client portfolio and delivering trusted investment advice to help clients plan for their future goals.

Salary

Competitive salary; Incentive pay available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Client portfolio management
  • Relationship building skills
  • Business development planning
  • Investment advice delivery
  • Community networking

Nice-to-have

  • Passion for people
  • Authentic connection style
  • Goal-oriented mindset
  • Diverse network engagement
  • Adaptability to change

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • CIRO-ID certification required
  • Canadian Securities Course (CSC) within past 3 years
  • CPH, WME, PFP certifications within 24 months of hire
  • Quebec AMF licensing if applicable

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter