Senior Financial Advisor – Personal & Business Banking

Canadian Imperial Bank of Commerce; Vancouver; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Senior Financial Advisor in Vancouver to manage and grow client portfolios through exceptional relationship management and financial planning. The ideal candidate will possess 1.5 to 3 years of experience in a financial advisory role, and have relevant certifications. The position requires flexibility to work at multiple banking centers and offers a competitive salary along with benefits aimed at personal growth and community involvement.

Benefits

Competitive salary

Defined benefit pension plan

Vacation offering

Wellbeing support

Employee share purchase plan

Social recognition program

Qualifications

• 1.5 - 3 years experience in financial advisory role managing and growing your own portfolio of clients.
• You’re a certified professional (CIRO-ID) with current accreditation and good standing.
• Live the values of trust, teamwork, and accountability.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Create comprehensive financial plans and provide exceptional client service.
• Engage with new and existing clients to understand their goals.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

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 is seeking a Senior Financial Advisor in Vancouver to manage and grow client portfolios through exceptional relationship management and financial planning. The ideal candidate will possess 1.5 to 3 years of experience in a financial advisory role, and have relevant certifications. The position requires flexibility to work at multiple banking centers and offers a competitive salary along with benefits aimed at personal growth and community involvement.