Sr. Financial Advisor - CIRO-ID
Description
As a Senior Financial Advisor in the Imperial Service Team, you will manage and expand a dedicated client portfolio by building relationships, creating comprehensive financial plans, and providing excellent client service. You will proactively engage with clients to understand their financial goals, develop plans using CIBC tools, and offer informed advice. This role involves client engagement, business development, and community involvement to foster relationships and drive results.
What We're Looking For
Manage and grow a dedicated client portfolio through relationship management.,Create comprehensive financial plans and provide exceptional client service.,Proactively engage with clients to understand goals and build financial plans.,Deliver trusted investment advice.,Cultivate networks to establish new client relationships.,Understand local market and client base to create sales plans and convert leads.,Utilize relationship building and networking skills for business development.,Leverage CIBC’s credit and investment solutions.,Heighten CIBC brand awareness through community involvement and events.
Ideal Candidate
1.5 – 3 years experience in a financial advisory role managing and growing a client portfolio.,Certified professional (CIRO-ID) 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: 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: 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 specified location(s)
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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