CIBC
SeniorFinancialAdvisor
“Senior Financial Advisor at CIBC. Skills: Financial Planning, Client Relationship Management, Sales. Manage and grow client portfolio. Create comprehensive financial plans”
What You'll Achieve.
Achieve client satisfaction; Increase referrals; Deliver bottom line results
Industry & Context.
Flexible to work banking centre hours including evenings and weekends, Flexible to work at multiple banking centres within reasonable travel distance, Legally eligible to work at specified location(s), May be asked to complete attribute-based assessment and other skills test
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), 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
Take responsibility for large portfolio
Help clients plan for needs and goals
Proactively engage with clients
Make lasting connections
Understand client goals
Focus on client experience
Deliver investment advice
Create personalized financial plans
Enhance existing relationships
Establish new client relationships
Understand local market
Convert leads into 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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