Senior Financial Advisor in London

Senior Financial Advisor in London

London Full-Time 63000 - 77000 $ / year (est.) On-site
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At a Glance

  • Tasks: Manage client portfolios and create personalized financial plans while providing exceptional service.
  • Company: Join CIBC, a relationship-oriented bank that values your strengths and ambitions.
  • Benefits: Enjoy competitive salary, banking benefits, pension plan, and wellness support.
  • Other info: Be part of a diverse team with opportunities for growth and community involvement.
  • Why this job: Make a real impact by helping clients achieve their financial goals.
  • Qualifications: Postsecondary degree/diploma and CIRO-ID certification required.

The predicted salary is between 63000 - 77000 $ per year.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

  • Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
  • Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results.
  • Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions.
  • You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners.
  • You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You engage with your heart and mind. You care about people and respect different perspectives.
  • Your influence makes a difference. You know that relationships and networks are essential to success.
  • You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.

You have a postsecondary degree/diploma and/or 4 years of relevant experience. You’re a certified professional with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing. You have current accreditation and good standing for CIRO-ID licensing.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.

Senior Financial Advisor in London 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.

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Contact Details:

CIBC Recruitment Team

We think you need these skills to ace Senior Financial Advisor in London

Communication Skills
Problem-Solving Skills
Flexibility
Teamwork
Adaptability
Organizational Skills
Compassion