Senior Financial Advisor

4 weeks ago

Vancouver, British Columbia, Canada Canadian Imperial Bank of Commerce Full time
Job Title: Senior Financial Advisor

We're seeking a highly skilled Senior Financial Advisor to join our team at the Canadian Imperial Bank of Commerce. As a key member of our Personal and Business Banking Team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service.

Key Responsibilities:
  1. Client Engagement: Focus on delivering trusted investment advice and creating personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.
  2. Business Development: Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
  3. Community Involvement: Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Requirements:
  1. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
  2. You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  3. You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  4. You're goal-oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
  5. Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
  6. You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
  7. You're a certified professional (MFDA). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing upon hire. Personal Financial Planner (PFP) within 24 months of hire.
  8. You're a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
  9. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers:

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. We aspire to give you a career, rather than just a paycheck.

  1. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.
  2. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  3. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
What You Need to Know:

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

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