Senior Financial Advisor - Val-d'Or
Description
As a Senior Financial Advisor in the Personal and Business Banking Team, you will manage and grow a dedicated client portfolio. This involves key relationship management, creating comprehensive financial plans, and providing exceptional client service. You will proactively engage with new and existing clients to understand their goals, build financial plans using advanced CIBC tools, and provide advice. This role focuses on client engagement, business development through understanding the local market and networking, and community involvement to heighten CIBC brand awareness.
What We're Looking For
Manage and grow a dedicated client portfolio through relationship management and comprehensive financial planning.,Proactively engage with clients to understand their goals and provide financial advice.,Focus on each client experience and connect on a personal level.,Deliver trusted investment advice and create personalized financial plans.,Cultivate networks to establish new client relationships.,Deeply understand the local market and potential client base to create a comprehensive sales plan.,Use strong relationship building and networking skills to generate opportunities and deliver results.,Leverage CIBC’s credit and investment solutions to provide a needs-based approach.,Heighten CIBC brand awareness by attending local events and participating in marketing activities.,Grow network to create lasting connections for future opportunities.,Flexible to work banking centre hours, which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
1.5 – 3 years experience in a financial advisory role managing and growing a client portfolio.,Certified professional (CIRO-MFD).,Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and meet eligibility requirements for CIRO-MFD licensing upon hire.,Personal Financial Planner (PFP) within 24 months of hire.,For Quebec: Current accreditation and good standing in AMF licensing.,For Quebec: Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC).,Asset: CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, flexible banking centre hours (may include evenings and weekends)
Benefits
Special Commitments
Must be flexible to work at multiple banking centres within a reasonable travel distance; Must be flexible to work banking centre hours including evenings and weekends.
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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