Snr. Financial Advisor/Snr. Financial Services Specialist (IIROC)

Manage and grow a dedicated client portfolio.,Create comprehensive financial plans.,Provide exceptional client service.,Deliver on CIBC’s Imperial Service approach.,Proactively engage with new and existing clients to make lasting connections.,Understand client goals and build financial plans using advanced CIBC tools.,Deliver trusted investment advice.,Cultivate a network 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 build connections and create opportunities.,Leverage CIBC’s wide range of credit and investment solutions.,Heighten CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.

1.5 – 3 years experience in a financial advisory role managing and growing a client portfolio.,Certified professional (IIROC) with current accreditation and good standing.,Canadian Securities Course (CSC) written within the past 3 years (required upon hire).,Conduct and Practices Handbook Course (CPH).,Wealth Management Essentials Course (WME).,Personal Financial Planner (PFP) within 24 months of hire.,For Quebec: Certified professional with 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 licensing.,For Quebec: Registered Retirement Consultant (RRC).,Asset for Quebec: CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).,Asset for Quebec: CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Must be flexible to work at multiple banking centres within a reasonable travel distance; flexible to work banking centre hours which may include evenings and weekends.