Sr. Financial Advisor CIRO-ID (Urban)
Description
As a Senior Financial Advisor within the Imperial Service Team, you will manage and expand a dedicated client portfolio by focusing on relationship management, developing comprehensive financial plans, and delivering outstanding client service. You will proactively engage with clients to understand their financial objectives, create personalized plans using advanced 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.,Create comprehensive financial plans.,Provide exceptional client service.,Proactively engage with new and existing clients to understand their goals.,Deliver trusted investment advice.,Cultivate your network to establish new client relationships.,Deeply understand your local market and potential client base.,Create a comprehensive sales plan to convert leads into new clients.,Use strong relationship building and networking skills to build connections and create opportunities.,Leverage CIBC’s range of credit and investment solutions.,Heighten CIBC brand awareness through local events and marketing activities.,Grow your network to generate future opportunities.
Ideal Candidate
Postsecondary degree/diploma and/or 4 years of relevant experience.,Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) certified professional.,Current accreditation and good standing for 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, and Registered Retirement Consultant (RRC).,Asset: Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).,Asset: Completed 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
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s).
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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