CIBC

Sr.FinancialAdvisorCIRO-MFD(Urban)

Toronto, Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Sr. Financial Advisor CIRO-MFD (Urban) at CIBC. Skills: Financial Advisory, Client Relationship Management, Financial Planning, Team Mentoring. Manage and grow a complex client portfolio. Create comprehensive financial plans”

What You'll Achieve.

Manage and grow a complex client portfolio; Create comprehensive financial plans; Provide exceptional client service; Deliver bottom line results; Result in satisfied, loyal clients and increased referrals

Industry & Context.

Problems you'll solve

Problem solve

Eligibility Requirements

Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, On-site full-time, Legally eligible to work at the location(s) specified, May be asked to complete an attribute-based assessment and other skills test

What They're Looking For.

Must Have

1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients, Certified professional (CIRO-MFD), Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC), Must meet eligibility requirements for CIRO-MFD licensing upon hire, Certified professional (Quebec), Current accreditation and good standing in AMF, Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, Registered Retirement Consultant (RRC)

Nice to Have

Personal Financial Planner (PFP) within 24 months of hire, Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)

What You'll Do.

Manage and grow a complex client portfolio

Create comprehensive financial plans

Provide exceptional client service

Deliver on CIBC’s Imperial Service approach

Mentor a team of advisors

Provide comprehensive financial advice

Help clients secure their futures

and set up businesses

Focus on each client experience

Enhance relationships by delivering trusted investment advice

Cultivate your network to establish new client relationships

Become an expert in local market trends and potential client bases

Create a comprehensive sales plan

Leverage experience in investment

Provide coaching and support to a team of advisors

Support the team as they make informed choices that benefit both the client and CIBC

How You'll Work.

Team & Collaboration

Work as one team; Support the team as they make informed choices that benefit both the client and CIBC; Collaborate with great minds to create innovative solutions

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 complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Planner, 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 mentor a team of advisors to problem solve and provide comprehensive financial advice, help clients to secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. _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. Enhance relationships by delivering trusted investment advice and creating complex financial plans. Cultivate your network to establish new client relationships. * **Business expertise -** Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create

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