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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
6 days ago
No H1B
Apply Now
Key skills
Sales
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
Engage with new and existing clients to build their financial plans
Use CIBC tools to help clients make informed choices
Enhance existing client relationships and establish new client relationships
Develop a comprehensive sales plan for business development
Increase referrals and client satisfaction
Requirements
4 years of relevant experience
Certified professional
Canadian Investment Regulatory Organization
Investment Dealer (CIRO-ID) accreditation in good standing
Post-secondary degree/diploma
Strong relationship building and networking skills
Ability to create personalized financial plans
Client engagement skills
Business development skills
Understanding of local market dynamics
Community involvement skills
Strong initiative and results orientation
Benefits
Competitive salary
incentive pay
banking benefits
a 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 use to invest in your growth and development
Apply Now
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