Senior Financial Advisor
2 weeks ago
We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at CIBC. As a key member of our Financial Services group, you will be responsible for managing and developing a portfolio of clients, building strong relationships, and providing exceptional client service.
Key Responsibilities- Client Relationship Management
- Build and maintain strong relationships with clients to understand their financial goals and objectives.
- Develop and implement personalized financial plans to meet client needs.
- Provide exceptional client service and support to ensure client satisfaction.
- Business Development
- Identify and pursue new business opportunities to grow the portfolio.
- Develop and implement strategies to increase revenue and expand the client base.
- Collaborate with internal stakeholders to leverage CIBC's products and services to meet client needs.
- Community Involvement
- Participate in community events and activities to promote CIBC's brand and values.
- Build relationships with local business leaders and organizations to identify new business opportunities.
- Professional Designation
- Hold a professional designation such as CFP, CFA, or CA.
- Experience
- Minimum 1.5 years of experience in a financial services role.
- Skills
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Ability to work in a fast-paced environment and meet deadlines.
CIBC is a leading financial institution committed to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for professional growth and development.
What We Offer- Competitive Compensation
- Competitive salary and bonus structure.
- Benefits
- Comprehensive health and wellness benefits.
- Professional Development
- Opportunities for training and professional development.
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