Senior Financial Advisor

4 weeks ago

Guelph, Ontario, Canada Canadian Imperial Bank of Commerce Full time
Unlock Your Potential as a Senior Financial Advisor

Join the Canadian Imperial Bank of Commerce team as a Senior Financial Advisor and take your career to the next level. 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:

  • Develop and implement personalized financial plans to meet clients' needs and goals
  • Build and maintain strong relationships with clients to drive business growth and retention
  • Stay up-to-date with industry trends and regulatory requirements to provide expert advice to clients
  • Collaborate with cross-functional teams to deliver exceptional client experiences

Requirements:

  • 1.5-3 years of experience in a financial advisory role managing and growing a client portfolio
  • Current accreditation and good standing for IIROC licensing requirements
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities

What We Offer:

  • A competitive salary and incentive pay
  • A comprehensive benefits program and defined benefit pension plan
  • An employee share purchase plan and vacation offering
  • Wellbeing support and a MomentMakers recognition program

Why Join Us:

  • Be part of a dynamic and inclusive team that values diversity and inclusion
  • Contribute to the growth and success of a leading financial institution
  • Develop your skills and expertise through ongoing training and development opportunities

Location: Guelph-4 Clair Road East

Employment Type: Regular

Weekly Hours: 37.5

Skills: Business Development, Client Relationship Management, Financial Advising, Investments, Portfolio Management, Results-Oriented

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