Sr. Financial Advisor CIRO-ID (Urban) [Richmond Hill, Markham, Newmarket]
Description
The Senior Financial Advisor role at CIBC within the Imperial Service Team focuses on managing and expanding a dedicated client portfolio. This involves building comprehensive financial plans, delivering exceptional client service, and proactively engaging with clients to understand and achieve their financial goals. Key aspects include business development, fostering client relationships, and participating in community activities to enhance CIBC's brand presence.
What We're Looking For
Manage and grow a dedicated client portfolio through effective relationship management.,Develop comprehensive financial plans and provide outstanding client service.,Engage proactively with clients to understand their needs and provide tailored financial advice.,Analyze local market dynamics to create and execute a sales plan for new client acquisition.,Utilize strong relationship-building and networking skills to generate business opportunities and achieve results.,Advise clients on CIBC’s diverse range of credit and investment solutions based on their needs.,Enhance CIBC’s community presence by attending local events and engaging in marketing initiatives.
Ideal Candidate
Postsecondary degree/diploma and/or 4 years of relevant experience.,Certified professional with current accreditation and good standing for Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing.
Minimum Education
Postsecondary degree/diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to work on-site full-time.
Also Available At
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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