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About the Role
As a Senior Financial Advisor in the Imperial Service Team, you will manage and grow a dedicated client portfolio through relationship management, creating comprehensive financial plans, and providing exceptional client service. You will proactively engage with clients to understand their goals, build financial plans, and offer advice for their future.
Responsibilities
- Manage and grow a dedicated client portfolio through key relationship management.
- 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 to make lasting connections and understand their goals.
- Build financial plans using advanced CIBC tools.
- Give clients the right advice to help them make well-informed choices for their future.
- Focus on each client experience and connect on a personal level to make every interaction meaningful.
- Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
- Cultivate your network to establish new client relationships.
- Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
- Use strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results.
- Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach.
- Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
- Grow your network to create lasting connections that will generate future opportunities.
Requirements
- You have a postsecondary degree/diploma and/or 4 years of relevant experience.
- You’re a certified professional (Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)).
- You have current accreditation and good standing for CIRO-ID licensing.
- You’re a certified professional (Quebec).
- You have current accreditation and good standing in AMF licensing.
- Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing.
- You have Registered Retirement Consultant (RRC).
- It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
- It’s an asset if you’ve completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
- You need to be legally eligible to work at the location(s) specified.
- Where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Skills
- Business Development
- Client Service
- Community Connections
- Financial Advising
- Investments
- Lending
- Portfolio Management
- Results-Oriented
- Relationship Management
- Financial Planning
- Networking
Location
- London-Oxford & Hyde Park
Work Type
- On-site full-time
- Regular
Experience Level
- 4 years of relevant experience
Education Level
- Postsecondary degree/diploma
- Certified Professional (CIRO-ID)
- Certified Professional (AMF licensing)
- Canadian Investment Funds Course (CIFC)
- Canadian Securities Course (CSC)
- Registered Retirement Consultant (RRC)
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
- Purpose Day (paid day off for growth and development)
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- 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.
- CIBC enables the work environment most optimal for you to thrive in your role.
- At CIBC, your goals are a priority.
- We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
- We aspire to give you a career, rather than just a paycheck.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition.
Equal Opportunity
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.