Senior Financial Advisor- Ciro- Id

CIBC Capital Markets

Edmonton, Alberta, Canada
Client portfolio management
Financial plan creation
Exceptional client service
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.
  • 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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

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

  • Client portfolio management
  • Financial plan creation
  • Exceptional client service
  • Investment advice
  • Sales plan development
  • Relationship building skills

Nice-to-have

  • Relationship-oriented bank
  • Empowered at work
  • Meaningful impact
  • Community brand awareness
  • Diverse network of partners
  • Embrace and advocate for change

Key Requirements

  • 4 years relevant experience
  • CIRO-ID licensing
  • AMF licensing (Quebec)
  • CIFC or CSC completion
  • Legally eligible to work

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter