Senior Financial Advisor - Rouyn-Noranda
Description
This role involves managing and expanding a client portfolio within CIBC's Personal and Business Banking Team. The Senior Financial Advisor will provide relationship management, complex financial services, and exceptional client service, focusing on comprehensive financial planning and investment advice. Key responsibilities include client engagement, business development through understanding the local market and networking, and community involvement to boost brand awareness. The role requires proactive engagement to build lasting connections and help clients achieve their financial goals.
What We're Looking For
Manage and grow a client portfolio.,Provide dedicated relationship management, complex financial services support, and exceptional client service.,Deliver on CIBC’s Imperial Service approach.,Proactively engage with new and existing clients to provide comprehensive financial advice.,Focus on each client experience and connect on a personal level.,Deliver trusted investment advice and provide comprehensive financial planning support.,Cultivate network to establish new client relationships.,Deeply understand the local market and potential client base.,Create a comprehensive sales plan to convert leads.,Use strong relationship building and networking skills to build connections, generate opportunities, and deliver results.,Leverage CIBC’s range of credit and investment solutions.,Heighten CIBC brand awareness through local events and marketing.,Grow network for future opportunities.
Ideal Candidate
Certified professional (MFDA).,Current accreditation and good standing in The Canadian Securities Course (CSC) or Canadian Investments Funds Course (CIFC).,Meet eligibility requirements for MFDA licensing upon hire.,Personal Financial Planner (PFP) certification.,Certified professional (Quebec) with current accreditation and good standing in AMF licensing.,Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing.,Registered Retirement Consultant (RRC).,Asset: CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).,Asset: CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the location and, where applicable, have a valid work or study permit.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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