Senior Financial Advisor Mfda

CIBC

Competitive salary; incentive pyy; health benefits...
Client portfolio management
Comprehensive financial planning
Investment advice delivery
The role involves managing a large client portfolio to help clients plan for today's needs and tomorrow's goals

Job Summary

  • The role involves managing a large client portfolio to help clients plan for today's needs and tomorrow's goals.
  • Candidates must be certified professionals with MFDA licensing and current accreditation in CSC or CIFC courses.
  • CIBC offers a competitive salary, incentive pay, health benefits, and a defined benefit pension plan.

Matching Summary

The role involves managing a large client portfolio to help clients plan for today's needs and tomorrow's goals.

Salary

Competitive salary; Incentive pay; Health benefits and pension plan

Skills & Requirements

Must-have

  • Client portfolio management
  • Comprehensive financial planning
  • Investment advice delivery
  • Business development skills
  • Community networking

Nice-to-have

  • Passion for people
  • Authentic relationship building
  • Goal-oriented mindset
  • Diverse network partners
  • Flexible banking hours

Key Requirements

  • 1.5-3 years financial advisory experience
  • MFDA certification required
  • CSC or CIFC accreditation
  • PFP within 24 months
  • AMF licensing (Quebec specific)
  • RRC certification (Quebec specific)

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter