Senior Financial Advisor – Personal & Business Banking

Canadian Imperial Bank of Commerce; Burnaby; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian bank is seeking a Senior Financial Advisor in Burnaby. This role involves managing client portfolios, providing tailored financial advice, and enhancing client relationships. The ideal candidate has strong experience in financial advisory and a commitment to community engagement. CIBC offers a supportive environment that recognizes your strengths and provides opportunities for professional growth.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• 1.5 – 3 years experience in a financial advisory role managing a portfolio of clients.
• Current accreditation and good standing for CIRO-ID licensing requirements.
• CSC written within the past 3 years is required upon hire.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Deliver on CIBC's Imperial Service approach.
• Engage with new and existing clients to build financial plans.

Skills

Client Service

Business Development

Financial Advising

Portfolio Management

Education

CIRO-ID Certification

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Personal Financial Planner (PFP)

Job description

A leading Canadian bank is seeking a Senior Financial Advisor in Burnaby. This role involves managing client portfolios, providing tailored financial advice, and enhancing client relationships. The ideal candidate has strong experience in financial advisory and a commitment to community engagement. CIBC offers a supportive environment that recognizes your strengths and provides opportunities for professional growth.