Senior Wealth Management Advisor

3 weeks ago

Toronto, Ontario, Canada CIBC Full time

Position Summary

As an integral part of the Personal and SME Banking Services division, you will oversee and enhance a portfolio of specialized clients, nurturing essential relationships, formulating detailed financial strategies, and delivering outstanding customer service. In the role of Senior Wealth Management Advisor (Senior Financial Services Consultant in Quebec), you will adopt the CIBC Imperial Service model by managing a substantial portfolio and guiding clients with strategies that align with their immediate needs while fostering the realization of their long-term aspirations. You will actively engage with a diverse range of clients, both new and existing, to forge enduring connections, comprehend their objectives, develop their financial strategies utilizing advanced CIBC resources, and offer insightful advice to empower them in making informed decisions about their future. Flexibility to work during banking hours, including evenings and weekends, is essential. To ensure an exceptional customer experience, you should be prepared to operate at various banking centers within a reasonable distance.

Core Responsibilities

  • Client Relationship Management - Elevate the experience of each client and cultivate a personal connection to ensure that every interaction is impactful. Provide reliable investment guidance and craft tailored financial strategies to strengthen existing relationships. Broaden your network to establish new client connections.
  • Market Development - Gain a thorough understanding of your local market and potential clientele to devise a comprehensive sales strategy that transforms leads into new clients. Leverage your strong relationship-building and networking capabilities to forge connections, create business opportunities, and achieve measurable outcomes.
  • Community Engagement - Enhance the visibility of the CIBC brand within your community by participating in local initiatives and engaging in marketing and outreach efforts. Expand your network to build lasting relationships that will yield future opportunities.

Your Qualities

  • Client-Centric - Communicate effectively to identify the right solutions and surpass expectations because it is the right approach.
  • People-Focused - Derive satisfaction from your interactions with others and cultivate a diverse network of partners. Build connections through your respectful demeanor and authenticity.
  • Proactive Mindset - Excel when given the opportunity to take initiative, exceed expectations, and deliver results.
  • Goal-Driven - Inspired by achieving your objectives and committed to giving your best to achieve more.
  • Influential - Recognize the significance of relationships and networks for success. Attain results by sharing your expertise.
  • Professional Experience - Proven experience as a Financial Advisor in managing and developing your own client portfolio.
  • Certifications - Possess valid certifications that meet the standards set by regulatory authorities.

What CIBC Provides

At CIBC, we prioritize your aspirations. We begin with your strengths and ambitions as an employee and strive to create opportunities for you to unlock your potential. In essence, we aim to offer you a career rather than merely a paycheck.

  • Our objective is to genuinely recognize your contributions by providing a competitive salary, performance-based incentives, banking benefits, a comprehensive health benefits program, a defined benefit pension plan, an employee share purchase plan, and Créateur de moments, our social recognition initiative based on points.
  • Our workspaces and technological resources encourage collaboration among innovative minds to develop solutions that enhance our client offerings.
  • We foster a culture where you can express your ambitions through initiatives like Raison d'être day, a paid day off dedicated to investing in your growth and development.

Work Environment

  • Commitment to fostering an inclusive workplace where all team members and clients feel valued.
  • Accessible experience for candidates with diverse skill sets. If you require accommodations, please reach out to us.

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