Client-Centric Financial Advisor

Canadian Imperial Bank of Commerce; British Columbia; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading Canadian financial institution is seeking a Financial Advisor for their Personal and Business Banking Team in British Columbia. The successful candidate will build and manage a client portfolio, providing tailored financial advice to meet clients' needs. This role involves developing client relationships, engaging in community events, and ensuring a superior client experience. Candidates should have relevant certifications and a passion for helping clients secure their financial futures. Competitive compensation and benefits are offered.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Paid day off for personal growth

Qualifications

• 1 – 3 years of experience in providing financial advice and achieving performance targets.
• Certification as a professional in CIRO-MFD.
• Current accreditation in AMF licensing is preferred.

Responsibilities

• Build and grow a dedicated client portfolio.
• Deliver tailored financial advice and solutions.
• Engage with clients to create meaningful relationships.
• Understand the local market to develop sales plans.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Current accreditation in Canadian Securities Course (CSC)

Current accreditation in Canadian Investment Funds Course (CIFC)

Good standing in CIRO-MFD

Job description

A leading Canadian financial institution is seeking a Financial Advisor for their Personal and Business Banking Team in British Columbia. The successful candidate will build and manage a client portfolio, providing tailored financial advice to meet clients' needs. This role involves developing client relationships, engaging in community events, and ensuring a superior client experience. Candidates should have relevant certifications and a passion for helping clients secure their financial futures. Competitive compensation and benefits are offered.