Sr. Financial Advisor Ciro-mfd (urban) [ Kingston, Trenton, Barrie, Orillia ]

CIBC

Kingston, ON, CA
Competitive salary; incentive pyy; defined benefit...
Client portfolio management
Comprehensive financial planning
Investment advice delivery
The role involves managing a large client portfolio by creating personalized financial plans and providing exceptional service to help clients achieve their goals

Job Summary

  • The role involves managing a large client portfolio by creating personalized financial plans and providing exceptional service to help clients achieve their goals.
  • Candidates are expected to proactively engage with new and existing clients to build lasting connections and leverage CIBC's credit and investment solutions.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for professional growth.

Matching Summary

The role involves managing a large client portfolio by creating personalized financial plans and providing exceptional service to help clients achieve their goals.

Salary

Competitive salary; Incentive pay; Defined benefit pension plan

Skills & Requirements

Must-have

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

Nice-to-have

  • Passion for building relationships
  • Goal-oriented mindset
  • Authentic connection skills
  • Flexible availability for evenings
  • Willingness to travel between centers

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • CIRO-MFD certification required
  • Current accreditation in CSC/CIFC/IFC
  • Eligibility for CIRO-MFD licensing upon hire
  • Personal Financial Planner (PFP) within 24 months
  • Quebec AMF licensing if applicable

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter