CIBC
Sr.FinancialAdvisorCIROID(Urban)
“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.
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
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