As a Senior Financial Advisor, 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, 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 we strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.
Matching Summary
As a Senior Financial Advisor, 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
Relationship management
Comprehensive financial plans
Exceptional client service
Client engagement
Business development
Community involvement
Nice-to-have
Act like an owner
Goal oriented
Embrace and advocate for change
Connect with others through respect and authenticity
Key Requirements
Postsecondary degree/diploma and/or 4 years relevant experience
Certified professional (CIRO-ID)
Current accreditation and good standing for CIRO-ID licensing
Certified professional (Quebec) AMF licensing
Successful completion of CIFC or CSC for AMF licensing