Senior Financial Advisor
4 weeks ago
We're seeking a highly skilled Senior Financial Advisor to join our Imperial Service Team. As a key member of our team, you'll be responsible for managing and growing a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service.
Key Responsibilities- Client Engagement - Focus on building strong relationships with clients to understand their financial goals and provide personalized advice and planning.
- Business Development - Identify new business opportunities and develop strategies to grow our client base and increase revenue.
- Community Involvement - Participate in local community events and activities to promote CIBC's brand and values.
- You have a strong background in financial planning and portfolio management, with a minimum of 1.5 years of experience in a similar role.
- You hold a certification in financial planning, such as the Canadian Securities Course (CSC) or the Canadian Investments Funds Course (CIFC).
- You have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- You are a team player, with a strong work ethic and a commitment to delivering exceptional results.
CIBC offers a competitive compensation package, including a base salary, incentive pay, and a comprehensive benefits program. We also offer opportunities for professional development and growth, as well as a dynamic and supportive work environment.
How to ApplyIf you're a motivated and results-driven individual with a passion for financial planning and client service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.
-
Senior Financial Law Advisor
4 weeks ago
Vancouver, British Columbia, Canada beBee Professionals Full timeJob Title: Senior Financial Law AdvisorBeBee Professionals is seeking a highly experienced Senior Financial Law Advisor to provide expert legal advice and guidance on financial and legal matters.The ideal candidate will have a strong background in corporate finance, securities, banking, and mergers and acquisitions, and will be responsible for:Providing...
-
Senior Financial Advisor
4 weeks ago
Vancouver, British Columbia, Canada Prospera Credit Union Full timeBe a key player in our South Granville Advice Center as a Senior Financial Advisor.The Senior Financial Advisor at Prospera Credit Union is responsible for maintaining and growing advisory relationships with our highest value members while providing back-up leadership support to the Branch Manager.As a Senior Financial Advisor, you will have a highly...
-
Senior Financial Advisor
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAt Scotiabank, we're looking for a skilled Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you'll play a vital role in providing exceptional service to our customers.Your Key Responsibilities:Take a proactive approach to discovering customer needs and providing expert advice.Build strong, long-standing...
-
Senior Financial Advisor
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAt Scotiabank, we're looking for a skilled Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you'll play a vital role in providing exceptional service to our customers.Your Key Responsibilities:Take a proactive approach to discovering customer needs and providing expert advice.Build strong, long-standing...
-
Senior Financial Advisor
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 209850At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients.Key Responsibilities:* Provide exceptional customer service and build strong relationships with clients* Develop and implement personalized...
-
Senior Financial Advisor
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their goals.Key ResponsibilitiesTake a...
-
Senior Financial Advisor
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their goals.Key ResponsibilitiesTake a...
-
Senior Financial Advisor
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their goals.Key ResponsibilitiesTake a...
-
Senior Financial Advisor
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their goals.Key ResponsibilitiesTake a...
-
Senior Financial Advisor
1 month ago
Vancouver, British Columbia, Canada Canadian Imperial Bank of Commerce Full timeJob Title: Senior Financial AdvisorWe're seeking a highly skilled Senior Financial Advisor to join our team at the Canadian Imperial Bank of Commerce. As a key member of our Personal and Business Banking Team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating comprehensive financial...
-
Senior Financial Advisor
1 month ago
Vancouver, British Columbia, Canada Canadian Imperial Bank of Commerce Full timeJob Title: Senior Financial AdvisorWe're seeking a highly skilled Senior Financial Advisor to join our team at the Canadian Imperial Bank of Commerce. As a key member of our Personal and Business Banking Team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating comprehensive financial...
-
Senior Financial Advisor
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeJoin a purpose driven winning team in an inclusive and high-performing culture where you can build your future, make an impact, and help make the futures of our 25 million customers happen. As a Senior Financial Advisor, you will be customer-centric and able to connect with people in a relatable way, providing exceptional service throughout the customer's...
-
Senior Financial Advisor
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeSenior Financial Advisor OpportunityScotiabank is seeking a highly motivated and customer-focused Senior Financial Advisor to join our team in Downtown Vancouver. As a key member of our Canadian Banking Branch network, you will play a vital role in providing exceptional service to our customers and helping them achieve their financial goals.Key...
-
Senior Financial Advisor
3 weeks ago
Vancouver, British Columbia, Canada Canadian Imperial Bank of Commerce Full timeWe're seeking a skilled Senior Financial Advisor to join our Imperial Service Team. As a key member of our team, you'll be responsible for managing and growing a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service.As a Senior Financial Advisor, you'll expertly...
-
Senior Financial Analyst
4 weeks ago
Vancouver, British Columbia, Canada Providence Health Care Full timeJob Title: Senior Financial AdvisorProvidence Health Care is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our financial planning and analysis team, you will play a critical role in supporting the organization's financial goals and objectives.Key Responsibilities:Develop and implement financial planning and analysis...
-
Financial Planning and Analysis Advisor
2 weeks ago
Vancouver, British Columbia, Canada Capilano University Full timeFinancial Planning and Analysis Advisor Job Description At Capilano University, we are seeking a highly skilled Financial Planning and Analysis Advisor to join our Finance Team. The successful candidate will be responsible for providing expert financial analysis and planning support to senior management and other departments. Key responsibilities...
-
Senior Financial Analyst
1 month ago
Vancouver, British Columbia, Canada Providence Health Care Full timeJob Title: Senior AdvisorJob Summary:We are seeking a highly skilled Senior Advisor to join our team at Providence Health Care. As a key member of our financial planning and reporting team, you will play a critical role in providing strategic financial and analytical support to our organization.Key Responsibilities:Collaborate with the Director and senior...
-
Senior Financial Analyst
1 month ago
Vancouver, British Columbia, Canada Providence Health Care Full timeJob Title: Senior AdvisorJob Summary:We are seeking a highly skilled Senior Advisor to join our team at Providence Health Care. As a key member of our financial planning and reporting team, you will play a critical role in providing strategic financial and analytical support to our organization.Key Responsibilities:Collaborate with the Director and senior...
-
Advisor
3 weeks ago
Vancouver, British Columbia, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you\u2019ll be encouraged, empowered and challenged to be your best self. You\u2019ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every...
-
Financial Planning and Analysis Advisor
2 months ago
Vancouver, British Columbia, Canada Capilano University Full timeFinancial Planning and Analysis AdvisorCapilano University is seeking a highly skilled Financial Planning and Analysis Advisor to join its Finance Team. As a key member of the team, you will be responsible for providing financial analysis and planning expertise to support the University's strategic initiatives.Key Responsibilities:Develop and maintain the...