Senior Financial Advisor | CIRO-ID, Relationship & Financial Planning

CIBC US; Richmond Hill; On-site; CAD 90,000 - 130,000; Full time

Job summary

CIBC in Richmond Hill is seeking a Senior Financial Advisor to manage a large client portfolio within the Imperial Service Team, delivering personalized financial plans and exceptional service. You will build strong relationships, use advanced planning tools, and provide trusted investment guidance to help clients meet today’s needs and tomorrow’s goals, while thriving in a target-driven, on-site role.

This role emphasizes community engagement, business development, and collaboration with

Qualifications

• Postsecondary degree or diploma required.
• CIRO-ID licensing in good standing required.
• Experience in wealth management or advisory is preferred.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management and comprehensive financial planning.
• Deliver trusted investment advice and create personalized financial plans to enhance client relationships.
• Proactively engage with clients to expand relationships and understand their goals, building financial plans using advanced tools.
• Engage with the community and leverage networks to grow client base and referrals.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Postsecondary degree or diploma

CIRO-ID certification

Job description

CIBC in Richmond Hill is seeking a Senior Financial Advisor to manage a large client portfolio within the Imperial Service Team, delivering personalized financial plans and exceptional service. You will build strong relationships, use advanced planning tools, and provide trusted investment guidance to help clients meet today’s needs and tomorrow’s goals, while thriving in a target-driven, on-site role.

This role emphasizes community engagement, business development, and collaboration with