Sr. Financial Advisor CIRO-ID (Urban) [Scarborough, Durham]
Description
As a Senior Financial Advisor within the Imperial Service Team, you will manage and expand a dedicated client portfolio by building strong relationships, creating comprehensive financial plans, and delivering exceptional client service. You will proactively engage with clients to understand their financial goals, develop personalized plans using CIBC tools, and provide expert advice to help them make informed decisions for their future.
What We're Looking For
Manage and grow a dedicated client portfolio through relationship management and comprehensive financial planning.,Deliver exceptional client service and trusted investment advice.,Proactively engage with new and existing clients to understand their goals and build financial plans.,Focus on client experience, connecting on a personal level.,Cultivate networks to establish new client relationships.,Understand the local market and create a sales plan to convert leads.,Use relationship building and networking skills to create opportunities and deliver results.,Leverage CIBC's credit and investment solutions to provide needs-based advice.,Participate in community events and marketing activities to heighten CIBC brand awareness.
Ideal Candidate
Postsecondary degree/diploma and/or 4 years of relevant experience.,Certified professional: Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Current accreditation and good standing for CIRO-ID licensing.
Minimum Education
Postsecondary Degree/Diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.
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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