Deliver personalized financial advice at CIBC as a Senior Financial Advisor in Penticton, using portfolio management and client engagement skills. This full-time onsite role serves clients through relationship-based banking.
As part of CIBC's Imperial Service Team, you'll manage and grow a dedicated client portfolio. You'll create comprehensive financial plans, provide trusted investment advice, and use CIBC tools to support informed choices. The work includes business development, networking, and community involvement.
Key Responsibilities:
- Manage and grow a dedicated client portfolio
- Create comprehensive financial plans using CIBC tools
- Deliver trusted investment advice and exceptional client service
- Convert local market leads into new client relationships
- Attend community events and marketing activities
Requirements:
- 1.5–3 years managing and growing a client portfolio
- Current CIRO-MFD certification and eligibility for licensing
- Current CSC, CIFC, or IFC accreditation and good standing
- Personal Financial Planner designation within 24 months
- Flexibility for onsite hours, evenings, weekends, and nearby centres
Bring financial advising, investment knowledge, and relationship-building expertise to CIBC's Imperial Service clients in Penticton.
Senior Financial Advisor Penticton 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.
