Senior Financial Advisor – CIRO-MFD

Responsibilities

• Manage and grow your dedicated client portfolio through key relationship management
• Create comprehensive financial plans and provide exceptional client service
• Deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio
• Proactively engage with many new and existing clients to make lasting connections
• Understand client goals, build financial plans using advanced CIBC tools, and give right advice for informed choices
• Work flexible banking centre hours, including evenings and weekends
• Work at multiple banking centres within a reasonable travel distance
• Be on-site full-time to successfully perform the work

Requirements

• 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients
• You’re a certified professional (CIRO-MFD)
• Current accreditation and good standing in The Canadian ...