CIBC
SeniorFinancialAdvisor
“Senior Financial Advisor at CIBC. Skills: Client engagement, Business development, Community involvement. Manage and grow client portfolio. Create comprehensive financial plans”
What You'll Achieve.
Enhance existing relationships; Establish new client relationships; Result in satisfied, loyal clients; Increased referrals
Industry & Context.
Flexible to work evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance
What They're Looking For.
Must Have
1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients, Current accreditation and good standing in AMF, Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing, Registered Retirement Consultant (RRC)
Nice to Have
Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
What You'll Do.
Manage and grow client portfolio
Create comprehensive financial plans
Provide exceptional client service
Deliver CIBC’s Imperial Service approach
Engage with new and existing clients
Build financial plan using CIBC tools
Give clients right advice
Focus on client experience
Deliver trusted investment advice
Create personalized financial plans
Cultivate network for new clients
Understand local market
Create comprehensive sales plan
Convert leads into new clients
Use relationship building skills
Use networking skills
Generate opportunities
Deliver bottom line results
Leverage credit solutions
Leverage investment solutions
Provide needs-based approach
Heighten CIBC brand awareness
Participate in marketing activities
Participate in outreach activities
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