Senior Financial Advisor (CIRO-ID) | Client Growth & Planning

CIBC; London; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC is seeking a Senior Financial Advisor in the Imperial Service Team in London, Ontario. You will manage a large client portfolio, deliver personalized financial plans, and guide clients with trusted advice to secure their financial futures.

On-site full-time role focusing on relationship-building, business development, and community engagement to expand the client base and deepen existing relationships.

Qualifications

• Requires client relationship management and advisory skills.
• Licensing in CIRO-ID and AMF is required or in good standing.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Create comprehensive financial plans using advanced CIBC tools.
• Provide investment and advisory guidance to help clients meet today’s needs and tomorrow’s goals.
• Engage with new and existing clients to build lasting connections and referrals.
• Deliver personalized service and solutions to meet client needs.

Skills

Client relationship management

Networking

Business development

Communication

Education

Postsecondary degree/diploma

CIRO-ID licensing

AMF licensing

CIFC/CSC

RRC

Tools

CIRO/AMF compliance tools

Job description

CIBC is seeking a Senior Financial Advisor in the Imperial Service Team in London, Ontario. You will manage a large client portfolio, deliver personalized financial plans, and guide clients with trusted advice to secure their financial futures.

On-site full-time role focusing on relationship-building, business development, and community engagement to expand the client base and deepen existing relationships.