CIBC
Financial Services
Sr.FinancialAdvisorCIRO-ID(Urban)
Neural analysis suggests this role is
optimal for Senior candidates.
“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.
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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