Senior Financial Advisor

3 days ago


RouynNoranda, Canada CIBC Full time
About the Role

We're seeking a highly skilled Senior Financial Advisor to join our Imperial Service Team. As a key member of our team, you will be responsible for managing and growing client portfolios by providing dedicated relationship management, complex financial services support, and exceptional client service.

This role requires a deep understanding of our clients' needs and a proven ability to deliver tailored solutions that meet their financial goals. If you're a passionate and results-driven professional with a strong background in financial services, we encourage you to apply.

Key Responsibilities
  • Manage and grow client portfolios through dedicated relationship management and complex financial services support
  • Deliver exceptional client service and build strong, lasting relationships with clients
  • Proactively engage with clients to understand their financial needs and provide comprehensive financial advice
  • Develop and implement tailored financial plans that meet clients' goals and objectives
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices
Requirements
  • Strong background in financial services, with a focus on relationship management and client service
  • Proven ability to deliver tailored solutions that meet clients' financial goals
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial situations
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
What CIBC Offers

At CIBC, we're committed to creating a work environment that's inclusive, diverse, and supportive of our employees' growth and development. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.

If you're a motivated and results-driven professional who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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