As a Senior Financial Advisor, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
As a Senior Financial Advisor, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
You will 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.
CIBC offers a competitive compensation, a banking benefit, wellbeing support, and additional offers such as employee and family assistance programs and MomentMakers.
Matching Summary
As a Senior Financial Advisor, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.