Sr. Financial Advisor - Ciro-id (urban)

CIBC Capital Markets

Vancouver, BC, CA
Competitive salary; incentive pyy available; benef...
Manage dedicated client portfolio
Create comprehensive financial plans
Deliver trusted investment advice
The role involves managing a large client portfolio through key relationship management and creating comprehensive financial plans

Job Summary

  • The role involves managing a large client portfolio through key relationship management and creating comprehensive financial plans.
  • Candidates must be certified professionals with CIRO-ID licensing and current accreditation in Canadian Securities Course.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and opportunities for career growth.

Matching Summary

The role involves managing a large client portfolio through key relationship management and creating comprehensive financial plans.

Salary

Competitive salary; Incentive pay available; Benefits including pension and share purchase plan

Skills & Requirements

Must-have

  • Manage dedicated client portfolio
  • Create comprehensive financial plans
  • Deliver trusted investment advice
  • Develop new client relationships
  • Understand local market dynamics
  • Attend community events for outreach

Nice-to-have

  • Passionate about people and relationships
  • Goal-oriented with initiative
  • Flexible to work evenings and weekends
  • Willing to travel between banking centers
  • Embrace change and continuous evolution

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • CIRO-ID certification required
  • Canadian Securities Course (CSC) written within past 3 years
  • Conduct and Practices Handbook Course (CPH)
  • Wealth Management Essentials Course (WME)
  • Personal Financial Planner (PFP) within 24 months of hire
  • Legally eligible to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter