CIBC
Sr.FinancialAdvisorCIROID(Urban)
“Sr. Financial Advisor CIRO-ID (Urban) at CIBC. Skills: Client engagement, Business development, Financial planning. Manage and grow client portfolio. Create comprehensive financial plans”
What You'll Achieve.
Enhance existing relationships; Satisfied, loyal clients; Increased referrals; Deliver bottom line results
Industry & Context.
Find the right solutions
Must be on-site full-time, Legally eligible to work in Canada, May be asked to complete attribute-based assessment and skills tests
What They're Looking For.
Must Have
Postsecondary degree/diploma and/or 4 years of relevant experience, Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) current accreditation and good standing, AMF current accreditation and good standing, 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
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
Proactively engage with clients
Build financial plans
Provide advice for future choices
Focus on client experience
Deliver investment advice
Create personalized financial plans
Cultivate network for new clients
Understand local market
Convert leads into clients
Deliver bottom line results
Leverage credit and investment solutions
Heighten CIBC brand awareness
Participate in marketing activities
How You'll Work.
Team & Collaboration
Work with product team; Collaborate with great minds
Communication Scope
Connect on a personal level; Inspire outcomes by sharing expertise
Applying for this Sr. Financial Advisor CIRO-ID (Urban) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about CIBC?
Real rants from real employees. Read before you apply.