Senior Financial Advisor, Imperial Service – Client Growth

Canadian Imperial Bank of Commerce; Central Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ontario is seeking a Senior Financial Advisor to manage and grow client portfolios. You will be responsible for delivering exceptional client service, creating personalized financial plans, and actively engaging with new and existing clients. Successful candidates will have 1.5 to 3 years of financial advisory experience and must hold necessary certifications. The role requires flexibility for on-site work and engagement with the community.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Recognition program

Qualifications

• 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
• Current accreditation and good standing in The Canadian Securities Course (CSC) or equivalent.
• Strong relationship management and networking skills.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Create comprehensive financial plans for clients.
• Deliver trusted investment advice and engage with clients effectively.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Certified professional (CIRO-MFD) or equivalent

Personal Financial Planner (PFP) within 24 months of hire

Job description

A leading financial institution in Ontario is seeking a Senior Financial Advisor to manage and grow client portfolios. You will be responsible for delivering exceptional client service, creating personalized financial plans, and actively engaging with new and existing clients. Successful candidates will have 1.5 to 3 years of financial advisory experience and must hold necessary certifications. The role requires flexibility for on-site work and engagement with the community.