Senior Financial Advisor - Client Relationship Leader

Canadian Imperial Bank of Commerce; Aurora; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading Canadian bank is looking for a Senior Financial Advisor in Aurora, Canada, to manage and grow a client portfolio. This role requires strong relationship management skills, the ability to create personalized financial plans, and community engagement. Applicants should have 1.5 to 3 years of financial advising experience and relevant certifications. A competitive salary and supportive work environment are offered.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• 1.5 – 3 years experience in financial advisory role managing and growing a client portfolio.
• Current accreditation and good standing for CIRO-ID licensing.
• Successful completion of Canadian Investment Funds Course (CIFC) or CSC for AMF licensing.

Responsibilities

• Manage and grow a dedicated client portfolio through key relationship management.
• Deliver trusted investment advice and create personalized financial plans.
• Heighten CIBC brand awareness by participating in community activities.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Wealth Management Essentials Course (WME)

Personal Financial Planner (PFP)

Job description

A leading Canadian bank is looking for a Senior Financial Advisor in Aurora, Canada, to manage and grow a client portfolio. This role requires strong relationship management skills, the ability to create personalized financial plans, and community engagement. Applicants should have 1.5 to 3 years of financial advising experience and relevant certifications. A competitive salary and supportive work environment are offered.