Senior Financial Advisor - CIRO-ID

CIBC; Edmonton; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Senior Financial Advisor to enhance client relationships and deliver exceptional service. In this role, you will manage a dedicated portfolio, providing tailored financial plans and investment advice. The company fosters a client-first attitude, encouraging proactive engagement and community involvement. With a focus on personal growth and a supportive work environment, this position offers the opportunity to thrive in the financial advisory sector while contributing to meaningful client outcomes. Join a team that values trust, teamwork, and authenticity in every interaction.

Benefits

Competitive salary

Incentive pay

Benefits

Pension

Employee share plans

Recognition programs

Opportunities for personal growth

Qualifications

• 1.5 – 3 years of experience managing a client portfolio in a financial advisory role.
• Certified CIRO-ID professional with relevant educational qualifications.

Responsibilities

• Manage and grow a dedicated client portfolio through key relationship management.
• Provide trusted investment advice and develop comprehensive financial plans.

Skills

Business Development

Client Service

Financial Advising

Portfolio Management

Results-Oriented

Education

CIRO-ID Certification

Job description

Join to apply for the Senior Financial Advisor - CIRO-ID role at CIBC

What You'll Be Doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service. You’ll deliver CIBC’s Imperial Service approach, handling a large portfolio, helping clients plan for current needs and future goals, and building lasting client relationships.

How You'll Succeed

• Engage with clients personally to provide trusted investment advice and develop financial plans.
• Understand your local market to create effective sales strategies, leveraging CIBC’s solutions to increase client satisfaction and referrals.
• Participate in community events to enhance brand awareness and generate future opportunities.

Who You Are

• Client-first attitude with a focus on meaningful engagement.
• Passionate about relationships, respectful, and authentic in interactions.
• Proactive, results-driven, and goal-oriented.
• Possess 1.5 – 3 years of experience managing a client portfolio in a financial advisory role.
• Certified as a CIRO-ID professional with current licensing and relevant educational qualifications.
• Values trust, teamwork, and accountability, bringing your authentic self to work.

What CIBC Offers

• Competitive salary, incentive pay, benefits, pension, employee share plans, and recognition programs.
• Innovative work environment with modern tools and spaces.
• Opportunities for personal growth, including Purpose Day for development.

What You Need To Know

• CIBC promotes an inclusive environment; accommodations available upon request.
• Legal eligibility to work and valid permits required.
• Assessment tests may be part of the application process.

Job Location

Edmonton-Commerce Place

Employment Type

Regular, Full-time

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented