Sr. Financial Advisor-MFDA/AMF
Description
Manage and grow a dedicated client portfolio through key relationship management, create comprehensive financial plans, and provide exceptional client service within the Imperial Service Team. Proactively engage with new and existing clients to understand their goals, build financial plans using advanced tools, and provide advice for well-informed choices.
What We're Looking For
Manage and grow a dedicated client portfolio.
Create comprehensive financial plans.
Provide exceptional client service.
Proactively engage with clients to understand their goals and provide advice.
Focus on client experience and connect on a personal level.
Deliver trusted investment advice and create personalized financial plans.
Cultivate networks to establish new client relationships.
Understand local market and potential client base to create a comprehensive sales plan.
Use strong relationship building and networking skills to convert leads into new clients.
Leverage CIBC's range of credit and investment solutions.
Heighten CIBC brand awareness by attending local events and participating in marketing and outreach activities.
Grow network to generate future opportunities.
Flexible to work banking centre hours, which may include evenings and weekends.
Flexible to work at multiple banking centres within a reasonable travel distance.
Work on-site full-time.
Ideal Candidate
1.5 – 3 years experience in financial advisory role managing and growing own portfolio of clients.
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).
Must 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, and Registered Retirement Consultant (RRC).
For Quebec (asset): CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week; flexible banking centre hours including evenings and weekends
Benefits
Special Commitments
Must be willing to work banking centre hours including evenings and weekends; flexible to work at multiple banking centres within a reasonable travel distance.
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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