Cibc
Financial Services
Sr.FinancialAdvisorCIROID(Urban)
“Sr. Financial Advisor CIRO-ID (Urban) at Cibc. Skills: Client engagement, Business development, Financial planning. Manage client portfolio. Grow client portfolio”
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 relevant experience, CIRO-ID licensing, AMF accreditation, CIFC or CSC completion
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 client portfolio
Grow client portfolio
Create financial plans
Provide client service
Deliver CIBC's approach
Understand client goals
Provide financial advice
Cultivate client network
Establish client relationships
Understand local market
Leverage credit solutions
Leverage investment solutions
Provide needs-based approach
Heighten brand awareness
Participate marketing activities
Participate outreach activities
Generate future opportunities
How You'll Work.
Team & Collaboration
Imperial Service Team
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.