Senior Financial Advisor – CIRO-ID

Role Overview

• Manage and grow a 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 new and existing clients to understand their goals
• Build financial plans using advanced CIBC tools
• Provide the right advice to help clients make informed choices
• Work flexible hours including evenings and weekends at multiple banking centres

Requirements

• 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients
• Certified professional (CIRO-ID)
• Current accreditation and good standing for CIRO-ID licensing requirements
• Canadian Securities Course (CSC) written within the past 3 years is required upon hire
• Conduct and Practices Handbook Course (CPH)
• Wealth Management Essentials Course (WME)
• Personal Financial Planner (PFP) within 24 months of hire

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to invest in your growth and development