As a Senior Financial Advisor, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
As a Senior Financial Advisor, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
You’ll proactively engage with many new and existing clients to make lasting connections, 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 aspire to give you a career, rather than just a paycheck, offering competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, and an employee share purchase plan.
Matching Summary
As a Senior Financial Advisor, you’ll 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 relationship management
Financial plan creation
Investment advice
Sales plan development
Needs-based approach
Nice-to-have
Relationship building
Networking skills
Community involvement
Goal oriented
Empowered to take initiative
Key Requirements
1.5 – 3 years experience in financial advisory
MFDA certified professional
Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) accreditation