Sr. Financial Advisor - CIRO-ID (Urban)
Description
As a Senior Financial Advisor within the Personal and Business Banking Team at CIBC, you will be responsible for managing and expanding a dedicated client portfolio. This includes developing comprehensive financial plans, providing exceptional client service, and expertly delivering CIBC's Imperial Service approach. You will proactively engage with both new and existing clients to understand their financial goals, utilize advanced CIBC tools to build financial plans, and offer informed advice to help them make sound financial decisions. Your role involves focusing on meaningful client interactions, providing trusted investment advice, cultivating your network for new relationships, and understanding your local market to drive business development and convert leads. Additionally, you will contribute to CIBC's brand awareness through community involvement and networking.
What We're Looking For
Manage and grow a dedicated client portfolio through relationship management.,Create comprehensive financial plans.,Provide exceptional client service.,Deliver on CIBC's Imperial Service approach.,Proactively engage with new and existing clients to understand their goals.,Build financial plans using advanced CIBC tools.,Provide advice to help clients make well-informed choices.,Focus on each client experience and connect on a personal level.,Deliver trusted investment advice and enhance existing relationships.,Cultivate network to establish new client relationships.,Deeply understand local market and client base to create a comprehensive sales plan.,Convert leads into new clients through strong relationship building and networking skills.,Leverage CIBC's wide range of credit and investment solutions.,Heighten CIBC brand awareness through local events and marketing/outreach activities.,Grow network to create lasting connections and generate future opportunities.
Ideal Candidate
Postsecondary degree/diploma and/or 4 years of relevant experience.,Certified professional: Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Current accreditation and good standing for CIRO-ID licensing.,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: Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Minimum Education
Postsecondary Degree/Diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, flexible to work banking centre hours including evenings and weekends
Benefits
Special Commitments
Flexible to work at multiple banking centres within a reasonable travel distance.
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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