Sr. Financial Advisor Ciro-id (urban) [ Gta Central ]
CIBC
Toronto, Ontario, Canada
On-site
Relationship management
Financial planning
Client engagement
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional 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 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.
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
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Skills & Requirements
Must-have
relationship management
financial planning
client engagement
business development
investment advice
Nice-to-have
community involvement
client experience
networking skills
needs-based approach
Key Requirements
1.5 – 3 years experience in financial advisory role
Current CIRO-ID licensing requirements
Canadian Securities Course (CSC) within the past 3 years
Conduct and Practices Handbook Course (CPH)
Wealth Management Essentials Course (WME)
Personal Financial Planner (PFP) within 24 months of hire