Senior Financial Advisor

2 weeks ago


WhitchurchStouffville, Ontario, Canada CIBC Full time
About the Role

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.
Requirements
  • 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.
About CIBC

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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