Sr. Financial Advisor - CIRO-ID

Manage and grow a dedicated client portfolio through key relationship management.,Create comprehensive financial plans.,Provide exceptional client service, delivering on CIBC's Imperial Service approach.,Proactively engage with many new and existing clients to make lasting connections and understand their goals.,Build financial plans using advanced CIBC tools and provide well-informed advice.,Focus on each client experience and connect on a personal level.,Deliver trusted investment advice and create personalized financial plans.,Cultivate your network to establish new client relationships.,Deeply understand your 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 your community by attending local events and participating in marketing and outreach activities.,Grow your network to create lasting connections that will generate future opportunities.,Flexible to work banking centre hours which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.,Be on-site full-time.,Put clients first and engage with purpose to find the right solutions.,Be passionate about people, find meaning in relationships, and connect through respect and authenticity.,Act like an owner, empowered to take initiative and deliver results.,Be goal-oriented and motivated by accomplishing goals.,Care about people, respect different perspectives, and listen to and learn from others' experiences.,Inspire outcomes by sharing expertise and leveraging relationships and networks.,Embrace and advocate for change, continuously evolving thinking and work.

Postsecondary degree/diploma and/or 4 years of relevant experience.,Certified professional: Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) with current accreditation and good standing.,(Quebec specific): Current accreditation and good standing in AMF licensing.,(Quebec specific): Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing.,(Quebec specific): 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).

Postsecondary Degree/Diploma

Must be flexible to work banking centre hours, which may include evenings and weekends.,Must be flexible to work at multiple banking centres within a reasonable travel distance.,Requires full-time on-site presence.