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 new and existing clients to understand their goals, build their financial plan using advanced CIBC tools, and provide advice for their future.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.
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.
Skills & Requirements
Must-have
Client engagement and relationship management
Comprehensive financial planning
Investment and credit solutions
On-site full-time work environment
CIBC Imperial Service approach
Nice-to-have
Passionate about people and relationships
Acts like an owner and goal-oriented
Embraces and advocates for change
Community brand awareness building
Key Requirements
Postsecondary degree/diploma and/or 4 years relevant experience