Sr. Financial Advisor - CIRO-ID (Urban)
Description
Manage and grow a dedicated client portfolio by building relationships, creating comprehensive financial plans, and providing exceptional client service within the Personal and Business Banking Team. This role involves proactive engagement with new and existing clients to understand their goals, build financial plans using advanced CIBC tools, and provide informed advice. The advisor will deliver on CIBC's Imperial Service approach and is expected to be flexible with banking centre hours, including evenings and weekends, and work at multiple banking centres within a reasonable travel distance.
What We're Looking For
Focus on each client experience and connect on a personal level to make every interaction meaningful.,Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.,Cultivate network to establish new client relationships.,Deeply understand local market and potential client base to create a comprehensive sales plan.,Use strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results.,Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach.,Heighten CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.,Grow network to create lasting connections that will generate future opportunities.
Ideal Candidate
1.5 – 3 years experience in financial advisory role managing and growing own portfolio of clients.,Certified professional (CIRO-ID).,Current accreditation and good standing for CIRO-ID licensing requirements.,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.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Flexible to work banking centre hours (evenings and weekends), 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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