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Senior Financial Advisor

2 months ago

Eastern Ontario, Canada CIBC Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Advisor to join our Imperial Service Team at CIBC. As a key member of our 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.

This is an exciting opportunity to work with a talented team of professionals who are dedicated to delivering exceptional client experiences. You will have the opportunity to work with a diverse range of clients, providing personalized financial advice and guidance to help them achieve their financial goals.

Key Responsibilities
  • Client Engagement: Focus on building strong relationships with clients, understanding their financial goals and objectives, and providing personalized financial advice and guidance.
  • Business Development: Identify new business opportunities, develop and implement sales strategies, and build relationships with key stakeholders to drive business growth.
  • Portfolio Management: Manage and grow a dedicated client portfolio, creating comprehensive financial plans and providing ongoing financial advice and guidance.
Requirements
  • Experience: 1.5-3 years of experience in a financial advisory role, managing and growing a portfolio of clients.
  • Certifications: CIRO-ID certification, Canadian Securities Course (CSC) written 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.
  • Skills: Analytical thinking, client relationship management, customer experience, financial advising, investment planning, investment products, mass-affluent client management, portfolio management, retirement planning, work collaboratively.
About CIBC

CIBC is a leading financial institution that is committed to delivering exceptional client experiences. We offer a comprehensive range of financial products and services, and our team of professionals is dedicated to helping our clients achieve their financial goals.

We are proud to be an inclusive and diverse workplace, and we are committed to creating an environment where all team members feel valued and supported. If you are a motivated and experienced professional who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.