At a Glance
- Tasks: Manage client portfolios and create personalized financial plans to elevate client relations.
- Company: Join CIBC, a leading bank with a focus on exceptional client service.
- Benefits: Competitive salary, professional development, and opportunities for community engagement.
- Other info: Dynamic work environment with strong community involvement and growth potential.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 1.5 - 3 years in financial advisory roles and relevant certifications required.
The predicted salary is between 63000 - 77000 $ per year.
Elevate client relations with CIBC as a Senior Financial Advisor. Drive financial planning and client engagement in Golden for a thriving banking career.
As part of the Personal and Business Banking Team at CIBC, you'll manage and develop a dedicated client portfolio.
This senior role involves comprehensive financial planning and delivering exceptional service through CIBC's unique Imperial Service approach.
You're expected to proactively connect with clients, understand their goals, and provide well-informed financial advice.
Key Responsibilities
- Manage a large client portfolio effectively
- Create personalized financial plans for clients
- Engage with new and existing clients regularly
- Develop comprehensive sales plans targeting leads
- Participate in local community events for outreach
Requirements
- 1.5 - 3 years in financial advisory roles
- Certification in CIRO-MFD and the Canadian Securities Course
- Eligible for CIRO-MFD licensing upon hire
- Personal Financial Planner designation within 24 months
- Accurate understanding of local market dynamics
Leverage your expertise to foster client relationships and deliver meaningful financial advice at CIBC.
Senior Financial Advisor in Golden employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
