Sr. Financial Advisor - CIRO-ID (Urban)
Description
The Senior Financial Advisor will manage and develop a portfolio of specialized clients within CIBC's Personal and Business Banking team. This involves cultivating key relationships, creating comprehensive financial plans, and delivering exceptional client service. The role requires implementing the CIBC Imperial Service approach, taking responsibility for a broad client base, and guiding clients toward their financial goals. Proactive engagement with new and existing clients is essential to build lasting connections, understand objectives, utilize advanced CIBC tools for financial planning, and provide informed advice. The advisor must be available to work during banking hours, including evenings and weekends, and be flexible to work across various banking centers within a reasonable distance.
What We're Looking For
Prioritize client experience, build personal rapport, and ensure meaningful interactions.,Provide trusted investment advice and create personalized financial plans.,Cultivate a network to establish new client relationships.,Understand the local market and potential clientele to create a comprehensive sales plan.,Utilize strong relationship-building and networking skills to generate business opportunities and achieve results.,Leverage CIBC’s wide range of credit and investment solutions to offer needs-based solutions.,Promote the CIBC brand within the community through local activities, marketing, and outreach.,Expand network to create lasting connections and future opportunities.,Client-focused, collaborative, and strives to exceed expectations.,Strong interpersonal skills, communicates with respect and authenticity.,Takes initiative, goal-oriented, and committed to achieving results.,Influential, shares expertise to drive outcomes, and embraces change.,Able to work during banking hours, including evenings and weekends.,Able to work at different banking centers within a reasonable distance.,Legally eligible to work in Canada in the specified locations, and possess a valid work or study permit if applicable.,May be required to complete attribute-based assessments and other skills tests (e.g., simulation, programming, French proficiency).
Ideal Candidate
Post-secondary diploma and/or four years of relevant experience.,Certified professional (CIRO-regulated investment dealer) with an up-to-date and in-good-standing CIRO-ID license.,For Quebec: Certified professional with an up-to-date and in-good-standing AMF license, successful completion of the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) for AMF licensing, and holds the Retirement Advisor (CR) designation.,For Quebec (asset): Successful completion of CSI and IBC courses 'Investment and Taxation – Quebec (0774)' and 'Legal and Ethical Aspects of Financial Planning (0790)'.
Minimum Education
Post-secondary diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, including evenings and weekends
Benefits
Special Commitments
Must be willing to work at different banking centers, must be willing to work evenings and weekends, requires legal eligibility to work in Canada.
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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