Sr. Financial Advisor CIRO-ID (Urban)

CIBC; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

CIBC is seeking a Senior Financial Advisor for the Imperial Service Team to manage and grow a dedicated client portfolio, delivering tailored financial plans and exceptional service. You will engage with clients to understand goals and use CIBC tools to guide decisions, taking ownership of a large book and driving outcomes for today and tomorrow.

On-site full-time role with opportunities to develop relationships, expand your network, and contribute to community outreach while leveraging a broad

Qualifications

• Postsecondary degree/diploma and/or 4 years of relevant experience.
• CIRO-ID licensing and current accreditation.
• AMF licensing current; CIFC or CSC to support AMF licensing; RRC.
• CSI/ICB credentials in Quebec (0774/0790) to support regulatory licensing.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Create comprehensive financial plans using CIBC tools.
• Provide exceptional client service and advice.
• Engage with new and existing clients to build lasting connections.
• Develop sales plans to convert leads into new clients.
• Leverage credit and investment solutions for needs-based planning.
• Participate in community involvement and marketing activities.
• Grow your network to create future opportunities.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Postsecondary degree/diploma

CIRO-ID licensing

AMF licensing (Quebec)

CIFC or CSC certification

RRC (Registered Retirement Consultant)

CSI/ICB Investment & Taxation Fundamentals (Quebec) 0774

CSI/ICB Legal & Ethical Aspects of Financial Planning (Quebec) 0790

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on‑site full‑time.

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
• Cultivate your network to establish new client relationships.
• Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
• Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results.
• Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
• Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
• Grow your network to create lasting connections that will generate future opportunities.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. You’re passionate about people. You find meaning in relationships and surrounding yourself with a diverse network of partners. You connect with others through respect and authenticity. You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You inspire outcomes by sharing your expertise. You embrace and advocate for change. You continuously evolve your thinking and the way you work in...

You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

Qualifications and certifications

• You have a postsecondary degree/diploma and/or 4 years of relevant experience.
• You’re a certified professional. Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• You have current accreditation and good standing for CIRO-ID licensing.
• You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC).
• It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

CIBC offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions

Inclusivity and hiring

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail] CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location Tor-Burnhamthorpe Mall &Saturn

Employment Type Regular

Weekly Hours 37.5

Skills Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.