CIBC is seeking a Senior Financial Advisor for its Imperial Service Team in Hamilton, Canada. The role involves managing a dedicated client portfolio, providing tailored financial advice, and actively engaging in business development and community outreach, all while working full-time on-site
Job Summary
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
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. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
Matching Summary
Match Score: 85
CIBC is seeking a Senior Financial Advisor for its Imperial Service Team in Hamilton, Canada. The role involves managing a dedicated client portfolio, providing tailored financial advice, and actively engaging in business development and community outreach, all while working full-time on-site.
Skills & Requirements
Must-have
Relationship management
Financial plan creation
Client portfolio management
Investment advice
Business development
Nice-to-have
Community involvement
Client engagement focus
Needs-based approach
Key Requirements
Postsecondary degree/diploma and/or 4 years relevant experience
CIRO-ID licensing
AMF licensing (Quebec)
Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)