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Senior Financial Advisor – CIRO-ID at CIBC US | JobVerse
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Senior Financial Advisor – CIRO-ID
CIBC US
Website
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Senior Financial Advisor – CIRO-ID
Canada
Full Time
2 weeks ago
No Sponsorship
Apply Now
About this role
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
Apply Now
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