Sr. Financial Advisor CIRO-ID (Urban) [Richmond Hill, Markham, Newmarket]
Description
The Senior Financial Advisor role at CIBC within the Imperial Service Team focuses on managing and expanding a dedicated client portfolio. This involves building comprehensive financial plans, delivering exceptional client service, and proactively engaging with clients to understand and achieve their financial goals. Key aspects include business development, fostering client relationships, and participating in community activities to enhance CIBC's brand presence.
Ce que nous recherchons
Manage and grow a dedicated client portfolio through effective relationship management.,Develop comprehensive financial plans and provide outstanding client service.,Engage proactively with clients to understand their needs and provide tailored financial advice.,Analyze local market dynamics to create and execute a sales plan for new client acquisition.,Utilize strong relationship-building and networking skills to generate business opportunities and achieve results.,Advise clients on CIBC’s diverse range of credit and investment solutions based on their needs.,Enhance CIBC’s community presence by attending local events and engaging in marketing initiatives.
Candidat idéal
Postsecondary degree/diploma and/or 4 years of relevant experience.,Certified professional with current accreditation and good standing for Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing.
Éducation minimale
Postsecondary degree/diploma
Compétences techniques
Compétences interpersonnelles
Heures de travail
37.5 hours/week
Avantages
Engagements spéciaux
Must be willing to work on-site full-time.
Aussi disponible à
À propos de l'entreprise
Canadian Imperial Bank of Commerce (CIBC)
La CIBC est une importante institution financière nord-américaine qui compte 14 millions de clients (particuliers, entreprises, secteur public et clients institutionnels). Elle offre une gamme complète de conseils, de solutions et de services par l'intermédiaire de son réseau de services bancaires numériques et de ses centres bancaires au Canada, aux États-Unis et dans le monde entier.
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