Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Sr. Financial Advisor CIRO-ID (Urban) role.
Rezi rewrites your resume against CIBC's job description. Free.
Tailor your resume to this Sr. Financial Advisor CIRO-ID (Urban) role.
Rezi rewrites your resume against CIBC's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Sr. Financial Advisor CIRO-ID (Urban) posting at CIBC — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Sr. Financial Advisor CIRO-ID (Urban) posting at CIBC — free, in seconds.
About the Role
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You will deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
Responsibilities
- Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
- Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients.
- Help clients plan for today’s needs and tomorrow’s goals.
- Make lasting connections and provide financial advice to help clients secure their futures, own homes, and set up businesses.
- Focus on each client experience and connect on a personal level to make every interaction meaningful.
- Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.
- Cultivate your network to establish new client relationships.
- Understand your local market and potential client base to create sales plans that will convert leads into new clients.
- Use strong relationship building and networking skills to create connections, generate 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 are a certified professional with current accreditation and good standing for CIRO-ID licensing.
- 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 licensing, and Registered Retirement Consultant (RRC).
- It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
- You need to be legally eligible to work at the specified location(s).
- Where applicable, must have a valid work or study permit.
Skills
- Relationship Management
- Financial Services Support
- Client Service
- Financial Planning
- Investments
- Lending
- Estate Planning
- Networking
- Business Development
- Sales
- Community Engagement
- Brand Awareness
- Business Development
- Client Service
- Community Connections
- Financial Advising
- Investments
- Lending
- Portfolio Management
- Results-Oriented
Location
- Toronto-Spadina and College
Work Type
- On-site full-time
- Regular
Experience Level
- 4 years of relevant experience
Education Level
- Postsecondary degree/diploma
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
About the Company
- We’re 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.
- 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 through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
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
- CIBC is committed to clarity in our hiring process.
- All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.