CIBC

Financial Services

Sr.FinancialAdvisorCIRO-ID(Urban)

CA$115–175k ~AI est. Toronto, Ontario, Canada FULL TIME
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: Relationship management, Financial planning, Client portfolio management. Manage and grow client portfolio. Create comprehensive financial plans”

What You'll Achieve.

Deliver bottom line results; Generate future opportunities

Industry & Context.

Financial Services

What They're Looking For.

Must Have

postsecondary degree/diploma, 4 years of relevant experience, CIRO-ID licensing, AMF accreditation, CIFC or CSC, Registered Retirement Consultant (RRC)

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 client portfolio

Create comprehensive financial plans

Provide exceptional client service

Deliver CIBC’s Imperial Service approach

Take responsibility for client portfolio

Help clients plan for needs and goals

Proactively engage with clients

Make lasting connections with clients

Understand client goals

Build financial plans

Focus on client experience

Connect on personal level

Deliver investment advice

Create personalized financial plans

Enhance existing relationships

Establish new client relationships

Understand local market

Understand potential client base

Create comprehensive sales plan

Convert leads into clients

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

Create lasting connections

Generate future opportunities

How You'll Work.

Team & Collaboration

Imperial Service Team

Communication Scope

Client engagement; Networking

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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