Senior Financial Advisor - Imperial Service & Client Growth

CIBC; Whitehaven; Vor Ort; CAD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Incentive pay

Banking benefits

Benefits program*

Defined benefit pension plan*

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Zusammenfassung

CIBC Imperial Service Team is seeking a Senior Financial Advisor to manage a large client portfolio, deliver tailored financial plans, and provide exceptional service. This on-site, full-time role focuses on growth, client success, and trusted guidance aligned with CIBC's Imperial Service standards.

You will engage with clients, build plans, and leverage CIBC tools to help clients achieve today’s needs and tomorrow’s goals.

Qualifikationen

• Postsecondary degree/diploma or 4 years of relevant experience.
• CIRO-ID licensing with current accreditation.
• AMF licensing with current accreditation; CIFC/CSC or RRC.
• Quebec certification with AMF licensing; CSI/ICB courses are a plus.

Aufgaben

• Manage and grow a dedicated client portfolio through relationship management.
• Create comprehensive financial plans using advanced CIBC tools.
• Provide exceptional client service and guidance to help clients meet their future goals.

Kenntnisse

Client engagement

Business development

Community involvement

Ausbildung

Postsecondary degree/diploma

CIRO-ID licensing

AMF licensing

CIFC/CSC certification

RRC

CSI/ICB 0774/0790 courses

Jobbeschreibung

CIBC Imperial Service Team is seeking a Senior Financial Advisor to manage a large client portfolio, deliver tailored financial plans, and provide exceptional service. This on-site, full-time role focuses on growth, client success, and trusted guidance aligned with CIBC's Imperial Service standards.

You will engage with clients, build plans, and leverage CIBC tools to help clients achieve today’s needs and tomorrow’s goals.