Senior Financial Advisor - Relationship & Wealth Planning

Canadian Imperial Bank of Commerce; Toronto; On-site; CAD 75,000 - 95,000; Full time

Job summary

A major Canadian bank in Toronto seeks a Senior Financial Advisor to manage a dedicated client portfolio and deliver exceptional financial advice. You will foster client relationships and engage with the community to enhance the bank’s presence. A focus on client service, strong financial advice skills, and relevant certifications are required. The role offers a competitive salary and a supportive work environment.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio.
• You have current accreditation for CIRO-ID licensing.
• You maintain good standing with AMF licensing.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Deliver trusted investment advice and create personalized financial plans for clients.
• Increase CIBC brand awareness by engaging in community activities.

Skills

Client Relations

Client Service

Customer Engagement

Financial Advising

Investments

Estate Planning Advice

Lending

Retail Credit

Retirement Planning

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Wealth Management Essentials Course (WME)

Personal Financial Planner (PFP)

Job description

A major Canadian bank in Toronto seeks a Senior Financial Advisor to manage a dedicated client portfolio and deliver exceptional financial advice. You will foster client relationships and engage with the community to enhance the bank’s presence. A focus on client service, strong financial advice skills, and relevant certifications are required. The role offers a competitive salary and a supportive work environment.