Snr. Financial Advisor/snr. Financial Services Specialist (iiroc)

CIBC Capital Markets

Toronto, Canada
Base: competitive salary; bonus/equity: incentive ...
Client portfolio management
Financial plan creation
Relationship management
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. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

Matching Summary

Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, health benefits program, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Client portfolio management
  • Financial plan creation
  • Relationship management
  • Sales plan development
  • Investment advice
  • Community brand awareness

Nice-to-have

  • Client-focused approach
  • Empowered work environment
  • Goal-oriented mindset
  • Respectful communication
  • Embracing change

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • Certified professional (IIROC)
  • Current IIROC licensing requirements
  • Canadian Securities Course (CSC) within 3 years
  • Certified professional (Quebec)
  • AMF licensing requirements
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter