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Senior Financial Advisor
2 months ago
We're seeking a highly skilled and experienced Senior Financial Advisor to join our team at CIBC. As a key member of our Personal and Business Banking Team, you'll be responsible for managing and growing your dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service.
Key Responsibilities- 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.
- 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.
- 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.
- You're passionate about people and find meaning in relationships and surround yourself with a diverse network of partners.
- You're goal-oriented and motivated by accomplishing your goals and delivering your best to make a difference.
- You can demonstrate 1.5 – 3 years experience in a financial advisory role managing and growing your own portfolio of clients.
- You're a certified professional (MFDA) with current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and meet eligibility requirements for MFDA licensing upon hire.
- You value trust, teamwork, and accountability and bring your real self to work.
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 provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-
What We Offer- We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
- 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.
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- 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.
