Senior Financial Advisor - Client Growth & Financial Planning

Canadian Imperial Bank of Commerce; Hamilton; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Ontario is seeking a Senior Financial Advisor to manage and grow a dedicated client portfolio. This role involves client engagement, business development, and community involvement to enhance financial relationships. Ideal candidates will have at least 1.5 years of experience in financial advising, with essential accreditation in securities and investment funds. The position offers a comprehensive benefits package and competitive salary, fostering a supportive environment for their advisors.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• 1.5 – 3 years experience in a financial advisory role.
• Current CIRO-MFD accreditation and good standing.
• Registered Retirement Consultant (RRC) is an asset.

Responsibilities

• Manage and grow a client portfolio through key relationship management.
• Deliver trusted investment advice and create personalized financial plans.
• Engage with clients to make meaningful connections and enhance relationships.

Skills

Client Service

Business Development

Financial Advising

Portfolio Management

Education

Canadian Securities Course (CSC)

Canadian Investment Funds Course (CIFC)

Job description

A leading financial institution in Ontario is seeking a Senior Financial Advisor to manage and grow a dedicated client portfolio. This role involves client engagement, business development, and community involvement to enhance financial relationships. Ideal candidates will have at least 1.5 years of experience in financial advising, with essential accreditation in securities and investment funds. The position offers a comprehensive benefits package and competitive salary, fostering a supportive environment for their advisors.