Sr.financial Advisor - Ciro-mfd/amf

CIBC

Penticton, Canada
On-site
Relationship management
Financial planning
Client portfolio management
CIBC is seeking a Senior Financial Advisor for its Penticton location, focusing on relationship management and client portfolio growth. The role requires strong financial advisory skills, certification, and a commitment to client service

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, 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 Penticton location, focusing on relationship management and client portfolio growth. The role requires strong financial advisory skills, certification, and a commitment to client service.

Skills & Requirements

Must-have

  • Relationship management
  • Financial planning
  • Client portfolio management
  • Business development
  • Community involvement

Nice-to-have

  • Client engagement
  • Needs-based approach
  • Brand awareness

Key Requirements

  • 1.5 – 3 years experience
  • CIRO-MFD certification
  • AMF licensing (Quebec)
  • PFP within 24 months of hire
  • RRC certification

Work Rights

Not specified

Tailored Resume

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