Senior Financial Advisor - Build Lasting Client Portfolios

Canadian Imperial Bank of Commerce; Central Ontario; On-site; CAD 65,000 - 85,000; Full time

Job summary

A major Canadian bank is looking for a Senior Financial Advisor to manage and grow client portfolios. This role involves creating financial plans, providing excellent client service, and leveraging a diverse range of financial solutions. The ideal candidate should have 1.5 - 3 years of experience in financial advisory, strong relationship management abilities, and relevant professional certifications. The position requires full-time commitment on-site in Orillia, Ontario.

Benefits

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• 1.5 – 3 years of experience in a financial advisory role managing a portfolio.
• Current accreditation in good standing for CIRO-MFD licensing.
• Values of trust, teamwork, and accountability.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Deliver comprehensive financial plans and exceptional client service.
• Engage with new and existing clients making lasting connections.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Canadian Securities Course (CSC)

Canadian Investment Funds Course (CIFC)

Personal Financial Planner (PFP)

Job description

A major Canadian bank is looking for a Senior Financial Advisor to manage and grow client portfolios. This role involves creating financial plans, providing excellent client service, and leveraging a diverse range of financial solutions. The ideal candidate should have 1.5 - 3 years of experience in financial advisory, strong relationship management abilities, and relevant professional certifications. The position requires full-time commitment on-site in Orillia, Ontario.