Sr. Financial Advisor - CIRO-ID (Urban)
Description
This role involves managing and growing a dedicated client portfolio within CIBC's Personal and Business Banking Team. The Senior Financial Advisor will provide comprehensive financial planning, investment advice, and exceptional client service, focusing on building strong client relationships and achieving financial goals. The position requires proactive engagement with clients, understanding their needs, and leveraging CIBC’s solutions. Flexibility to work banking centre hours, including evenings and weekends, and at multiple locations within a reasonable travel distance is required.
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 using advanced tools.,Deliver trusted investment advice.,Cultivate networks to establish new client relationships.,Understand local market and create sales plans to convert leads.,Build connections, create opportunities, and deliver bottom-line results through strong relationship building and networking.,Leverage CIBC’s credit and investment solutions for a needs-based approach.,Heighten CIBC brand awareness through community involvement and local events.,Flexible to work banking centre hours, including evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
Postsecondary degree/diploma and/or 4 years of relevant experience.,Current accreditation and good standing for Canadian Investment Regulatory Organization - Investment Dealer (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.,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).
Minimum Education
Postsecondary Degree/Diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, with flexibility for evenings and weekends
Benefits
Special Commitments
Must be willing to work banking centre hours including evenings and weekends; Requires working 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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