CIBC
Sr.FinancialAdvisorCIROMFD(Urban)
“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.
Problem solve
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
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