Sr. Sr.Financial Advisor - CIRO-MFD/AMF (Urban)
Description
Manage and grow a dedicated client portfolio by building relationships, creating comprehensive financial plans, and delivering exceptional client service. Focus on the Imperial Service approach, helping clients plan for current and future financial goals through proactive engagement, understanding their needs, and providing advice using CIBC tools. This role requires flexibility to work banking centre hours, including evenings and weekends, and at multiple banking centres within reasonable travel distance.
What We're Looking For
Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.,Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC's wide 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 will generate future opportunities.,Demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.,Must be legally eligible to work at the specified location(s).
Ideal Candidate
Certified professional (CIRO-MFD) with current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC), and must meet eligibility requirements for CIRO-MFD licensing upon hire.,Personal Financial Planner (PFP) within 24 months of hire.,For Quebec roles: Certified professional with 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). 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, may include evenings and weekends.
Benefits
Special Commitments
Flexible to work banking centre hours (evenings and weekends). Flexible to work at multiple banking centres within a reasonable travel distance. Must be legally eligible to work at the 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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