Senior Financial Advisor - Client Relationship Leader

Canadian Imperial Bank of Commerce; Newmarket; On-site; CAD 75,000 - 100,000; Full time

Job summary

A leading financial institution in Newmarket is seeking a Senior Financial Advisor to manage and grow a dedicated client portfolio. The role involves delivering tailored financial advice and creating comprehensive financial plans for clients. Ideal candidates should possess a CIRO-ID certification and have 1.5 to 3 years of experience in financial advisory. The position is full-time on-site, promoting client engagement and business development.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• 1.5 – 3 years experience in a financial advisory role managing and growing a client portfolio.
• Must have current CIRO-ID accreditation and meet licensing requirements.
• Strong relationship-building skills are essential to succeed.

Responsibilities

• Manage and grow a dedicated client portfolio through key relationship management.
• Deliver on financial planning and investment advice to clients.
• Engage proactively with both new and existing clients.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

CIRO-ID Certification

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Wealth Management Essentials Course (WME)

Personal Financial Planner (PFP)

Job description

A leading financial institution in Newmarket is seeking a Senior Financial Advisor to manage and grow a dedicated client portfolio. The role involves delivering tailored financial advice and creating comprehensive financial plans for clients. Ideal candidates should possess a CIRO-ID certification and have 1.5 to 3 years of experience in financial advisory. The position is full-time on-site, promoting client engagement and business development.