Senior Financial Advisor - Relationship & Planning Lead

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

Job summary

A leading financial institution in Halifax is seeking a Senior Financial Advisor to manage and grow client portfolios. You will be responsible for creating financial plans and providing exceptional service to clients. The role requires 1.5 to 3 years of financial advisory experience and CIRO-ID certification. You'll need to demonstrate strong relationship-building skills and a commitment to client engagement. This is a full-time position with a competitive salary and benefits, requiring on-site work.

Benefits

Competitive compensation

Wellbeing support

Employee assistance programs

Qualifications

• 1.5 – 3 years experience in financial advisory role managing and growing a client portfolio.
• Current accreditation and good standing for CIRO-ID licensing.
• Completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Deliver on CIBC’s Imperial Service approach for clients.
• Create comprehensive financial plans to help clients meet their goals.

Skills

Business Development

Client Service

Financial Advising

Portfolio Management

Community Connections

Results-Oriented

Education

CIRO-ID certified

Canadian Securities Course (CSC)

Wealth Management Essentials Course (WME)

Job description

A leading financial institution in Halifax is seeking a Senior Financial Advisor to manage and grow client portfolios. You will be responsible for creating financial plans and providing exceptional service to clients. The role requires 1.5 to 3 years of financial advisory experience and CIRO-ID certification. You'll need to demonstrate strong relationship-building skills and a commitment to client engagement. This is a full-time position with a competitive salary and benefits, requiring on-site work.