CIBC

Sr.FinancialAdvisorCIRO-ID(Urban)

Toronto, Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Sr. Financial Advisor CIRO-ID (Urban) at CIBC. Skills: Financial advisory, Client relationship management, Business development. Manage and grow a dedicated client portfolio. Create comprehensive financial plans”

What You'll Achieve.

Grow a dedicated client portfolio; Deliver bottom line results; Satisfied, loyal clients; Increased referrals

Industry & Context.

Eligibility Requirements

Must be on-site full-time, Attribute-based assessment, Skills test (simulation, coding, French proficiency), Use of artificial intelligence tools during recruitment process

What They're Looking For.

Must Have

1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients, CIRO-ID licensing, Canadian Securities Course (CSC) written within the past 3 years, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire, AMF accreditation, Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing, Registered Retirement Consultant (RRC), Legally eligible to work at the specified location(s)

Nice to Have

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 a dedicated client portfolio

Create comprehensive financial plans

Provide exceptional client service

Deliver on CIBC’s Imperial Service approach

Take responsibility for a large portfolio

Help clients plan for today’s needs and tomorrow’s goals

Proactively engage with new and existing clients

Make lasting connections

Understand client goals

Build financial plans

Give advice to help clients make well-informed choices

Focus on each client experience

Connect on a personal level

Deliver trusted investment advice

Create personalized financial plans

Enhance existing relationships

Cultivate network to establish new client relationships

Understand local market and potential client base

Create comprehensive sales plan

Convert leads into new clients

Deliver bottom line results

Leverage CIBC’s credit and investment solutions

Heighten CIBC brand awareness in the community

Participate in marketing and outreach activities

Grow network to create lasting connections

Full Job Description

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. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** 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. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. 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. Cultivate your network to establish new client 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. Leverage CIBC’s wide r

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