Senior Financial Advisor

4-6 years
4-6 years
High School Diploma
High School Diploma

About the role

Working as an Imperial Service Advisor you will manage and build on an existing portfolio of select CIBC Imperial Service clients. You will choose from a range of investment portfolios designed to match the personal financial goals and investment time horizon while providing a unique needs-based sales approach to assist your clients in achieving their evolving financial goals.

Job Requirements
– Your role will be to build and strengthen relationships with new and existing clients while meeting clients’ short and long term financial needs, recommending a full range of solutions (banking, credit, investment and wealth protection) and taking into account the clients’ current situation, risk profile, time horizon, and other personal factors
– Proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice and recommendations taking into account the latest developments in the markets, the economy, and the investment industry
– Leverage CIBC’s financial planning tools to help clients understand what they need to do to reach their goals and to encourage them to act on your recommendations
– Proactively identify opportunities to grow the business

What We’re Looking For
– Successful candidates must exhibit CIBC’s values of trust, team work, and accountability
– Must have completed the CSC
– Should have the CFP accreditation
– Must meet eligibility requirements for IIROC licensing
– Must have proven success in building solid client relationships
– Must have experience in providing financial planning advise
– Must complete the Conduct and Practices Handbook (CPH) within 3 months of start date
– Must complete the Professional Financial Planning Course (PFPC) or the Wealth Management Essential Course (WME) within 18 months of start date

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CIBC

Finance & Insurance
Industry
Finance & Insurance
over 2,000 employees
Company size
over 2,000 employees

Location

Toronto, ON
Location
Toronto, ON