Senior Financial Advisor - Client Relationship Leader

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

Job summary

A leading financial institution in Oshawa, Canada, seeks a Senior Financial Advisor to manage client portfolios and provide personalized financial advice. You will play a vital role in client engagement, connecting on a personal level, and utilizing your skills in business development. Ideal candidates will have experience in financial advising and relevant certifications, thriving in a dynamic and client-focused environment.

Benefits

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Recognition program (MomentMakers)

Qualifications

• 1.5 – 3 years experience in financial advisory role managing own portfolio of clients.
• Current CIRO-ID accreditation and good standing required.
• Completion of required courses within specified timeframes.

Responsibilities

• Manage and grow a dedicated client portfolio.
• Deliver trusted investment advice and create personalized financial plans.
• Engage new and existing clients to build financial plans.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Canadian Securities Course (CSC)

Personal Financial Planner (PFP)

Conduct and Practices Handbook Course (CPH)

Canadian Investment Funds Course (CIFC)

Job description

A leading financial institution in Oshawa, Canada, seeks a Senior Financial Advisor to manage client portfolios and provide personalized financial advice. You will play a vital role in client engagement, connecting on a personal level, and utilizing your skills in business development. Ideal candidates will have experience in financial advising and relevant certifications, thriving in a dynamic and client-focused environment.