Senior Financial Advisor: Client-First Wealth Planning

CIBC; Toronto; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC is seeking a Financial Advisor to build and grow a dedicated client portfolio through relationship management and exceptional client service. You’ll deliver tailored financial advice to help clients plan for today’s needs and tomorrow’s goals, acting as a single point of contact for their financial journey, while working on-site full-time at our Toronto location.

In this role you’ll engage across banking, investments, lending and estate planning, leveraging CIBC’s wide range of solutions to

Qualifications

• Postsecondary degree/diploma and/or 4 years of relevant experience.
• CIRO-ID licensing and AMF licensing active.
• CIFC or CSC completed or in progress for AMF licensing.
• Registered Retirement Consultant (RRC) credential preferred.
• CSI/ICB courses may enhance eligibility.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management and financial services support.
• Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients.
• Help clients plan for today’s needs and tomorrow’s goals with tailored advice.

Skills

Business Development

Client Prospecting

Client Service

Community Connections

Customer Experience

Estate Planning Advice

Financial Advising

Financial Services

Goal Planning

Investments

Lending

Portfolio Management

Results-Oriented

Education

CIRO-ID licensing

AMF licensing

CIFC or CSC

Registered Retirement Consultant (RRC)

CSI/ICB Investment and Taxation Fundamentals Course

Job description

CIBC is seeking a Financial Advisor to build and grow a dedicated client portfolio through relationship management and exceptional client service. You’ll deliver tailored financial advice to help clients plan for today’s needs and tomorrow’s goals, acting as a single point of contact for their financial journey, while working on-site full-time at our Toronto location.

In this role you’ll engage across banking, investments, lending and estate planning, leveraging CIBC’s wide range of solutions to