Sr. Financial Advisor CIRO-MFD

Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.,Expertly deliver on CIBC's Imperial Service approach.,Proactively engage with new and existing clients to make lasting connections and understand their goals.,Build financial plans using advanced CIBC tools and provide appropriate advice.,Flexible to work banking centre hours, which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance to deliver a great client experience.,Focus on client engagement to make every interaction meaningful and deliver trusted investment advice.,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 create connections, generate opportunities, and deliver results.,Leverage CIBC's 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 generate future opportunities.,Demonstrate 1.5 – 3 years experience in a financial advisory role managing and growing your own portfolio of clients.,Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and meet eligibility requirements for CIRO-MFD licensing upon hire.,Complete Personal Financial Planner (PFP) within 24 months of hire.,For Quebec: Current accreditation and good standing in AMF licensing; 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).

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 (if applicable): Current accreditation and good standing in AMF licensing; 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).,It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) for Quebec.

Must be willing to travel to multiple banking centres within a reasonable distance.