Senior Financial Advisor MFDA

Manage and grow a dedicated client portfolio through key relationship management.,Create comprehensive financial plans and provide exceptional client service.,Deliver on CIBC's Imperial Service approach, managing a large portfolio.,Proactively engage with new and existing clients to build lasting connections.,Understand client goals, build financial plans using CIBC tools, and provide informed advice.,Focus on each client experience, connecting personally to make interactions meaningful.,Deliver trusted investment advice and create personalized financial plans.,Cultivate a network to establish new client relationships.,Understand the local market and client base to create a comprehensive sales plan.,Convert leads into new clients through strong relationship building and networking.,Leverage CIBC's credit and investment solutions to provide a needs-based approach.,Heighten CIBC brand awareness through local events, marketing, and outreach activities.,Grow network to generate 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.

1.5 – 3 years experience in a financial advisory role managing and growing a client portfolio.,Certified professional (MFDA) with current accreditation and good standing.,Current accreditation and good standing in The Canadian Securities Course (CSC) and/or Canadian Investment Funds Course (CIFC).,Must meet eligibility requirements for MFDA 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 Canadian Securities Course (CSC) to support AMF licensing.,For Quebec: Registered Retirement Consultant (RRC).,Asset for Quebec: Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).,Asset for Quebec: Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Must be flexible to work banking centre hours (evenings and weekends possible), Must be flexible to work at multiple banking centres within a reasonable travel distance, Must be legally eligible to work at the specified location(s) and have a valid work/study permit where applicable.