Sr. Financial Advisor Ciro-id (urban)

CIBC

Hamilton, Canada
Client portfolio management
Comprehensive financial planning
Exceptional client service
As a Senior Financial Advisor in the Imperial Service Team, 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 in the Imperial Service Team, 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 and 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 give you a career rather than just a paycheck, offering competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

As a Senior Financial Advisor in the Imperial Service Team, 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

  • Client portfolio management
  • Comprehensive financial planning
  • Exceptional client service
  • Relationship management
  • Business development planning
  • Needs-based approach

Nice-to-have

  • Relationship-oriented bank
  • Embrace strengths and ambitions
  • Community brand awareness
  • Passion for people
  • Act like an owner

Key Requirements

  • 4 years relevant experience
  • CIRO-ID licensing
  • AMF licensing (Quebec)
  • CIFC or CSC
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter