Senior Financial Advisor, Imperial Service – Client Growth

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

Job summary

A leading Canadian bank is seeking a Senior Financial Advisor in Bracebridge, Canada. The role involves managing and growing a dedicated client portfolio, delivering exceptional financial advice, and building lasting relationships. Candidates should have 1.5 – 3 years of advisory experience and relevant certifications. The bank offers a competitive salary, incentive pay, and a culture that focuses on personal and professional development. Full-time on-site work is required.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Paid day off for personal growth

Qualifications

• 1.5 – 3 years of experience in a financial advisory role managing your own portfolio.
• Certified professional with current accreditation in the required financial courses.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Deliver exceptional client service using CIBC’s tools.
• Engage with clients to make lasting connections.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Canadian Securities Course (CSC)

Certified Investment Funds Course (CIFC)

Registered Retirement Consultant (RRC)

Personal Financial Planner (PFP)

Job description

A leading Canadian bank is seeking a Senior Financial Advisor in Bracebridge, Canada. The role involves managing and growing a dedicated client portfolio, delivering exceptional financial advice, and building lasting relationships. Candidates should have 1.5 – 3 years of advisory experience and relevant certifications. The bank offers a competitive salary, incentive pay, and a culture that focuses on personal and professional development. Full-time on-site work is required.