Full-Time

On-Site

Sr. Financial Advisor CIRO-MFD (Urban) [Mandarin / Cantonese]

CCanadian Imperial Bank of Commerce (CIBC)81 Bay Street, Toronto, Ontario0

Description

Manage and expand a dedicated client portfolio within the Imperial Service Team, focusing on relationship management, comprehensive financial planning, and exceptional client service. Deliver CIBC's Imperial Service approach by assisting clients with their current and future financial goals through proactive engagement, personalized financial plans, and expert advice. Flexibility to work various banking center hours, including evenings and weekends, and at multiple locations within a reasonable travel distance.

What We're Looking For

Manage and grow a dedicated client portfolio.,Provide comprehensive financial plans and exceptional client service.,Proactively engage with new and existing clients.,Build financial plans using advanced CIBC tools.,Provide trusted investment advice.,Cultivate network to establish new client relationships.,Develop a comprehensive sales plan to convert leads into new clients.,Leverage CIBC's credit and investment solutions.,Heighten CIBC brand awareness through community involvement.,Flexible to work banking centre hours (evenings and weekends).,Flexible to work at multiple banking centres within reasonable travel distance.

Ideal Candidate

Certified professional (CIRO-MFD).,Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC).,Meet eligibility requirements for CIRO-MFD licensing upon hire.,Personal Financial Planner (PFP) within 24 months of hire.,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) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Hard Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Soft Skills

Client-focused

Engaging

Purpose-driven

Proactive

Passionate about people

Relationship building

Authentic

Respectful

Ownership

Initiative

Goal-oriented

Influential

Networking

Teamwork

Accountability

Trust

Work Hours

37.5 hours/week, flexible to work evenings and weekends

Benefits

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers (social

points-based recognition program)

Purpose Day (paid day off for growth and development).

Special Commitments

Willingness to work evenings and weekends.,Requires flexibility to work at multiple banking centers within a reasonable travel distance.,Must be legally eligible to work at the location(s) specified and, where applicable, have a valid work or study permit.

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.

Client-focused

Inclusive

Collaborative

Innovative

Professional

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