Senior Financial Advisor - Client Growth & Planning

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

Job summary

CIBC is seeking a Senior Financial Advisor for the Imperial Service Team to manage and grow a dedicated client portfolio, delivering tailored financial plans and exceptional service. You will engage with clients to understand goals and use CIBC tools to guide decisions, taking ownership of a large book and driving outcomes for today and tomorrow.

On-site full-time role with opportunities to develop relationships, expand your network, and contribute to community outreach while leveraging a broad

Qualifications

• Postsecondary degree/diploma and/or 4 years of relevant experience.
• CIRO-ID licensing and current accreditation.
• AMF licensing current; CIFC or CSC to support AMF licensing; RRC.
• CSI/ICB credentials in Quebec (0774/0790) to support regulatory licensing.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Create comprehensive financial plans using CIBC tools.
• Provide exceptional client service and advice.
• Engage with new and existing clients to build lasting connections.
• Develop sales plans to convert leads into new clients.
• Leverage credit and investment solutions for needs-based planning.
• Participate in community involvement and marketing activities.
• Grow your network to create future opportunities.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Postsecondary degree/diploma

CIRO-ID licensing

AMF licensing (Quebec)

CIFC or CSC certification

RRC (Registered Retirement Consultant)

CSI/ICB Investment & Taxation Fundamentals (Quebec) 0774

CSI/ICB Legal & Ethical Aspects of Financial Planning (Quebec) 0790

Job description

CIBC is seeking a Senior Financial Advisor for the Imperial Service Team to manage and grow a dedicated client portfolio, delivering tailored financial plans and exceptional service. You will engage with clients to understand goals and use CIBC tools to guide decisions, taking ownership of a large book and driving outcomes for today and tomorrow.

On-site full-time role with opportunities to develop relationships, expand your network, and contribute to community outreach while leveraging a broad