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About the Role

As a Senior Financial Advisor in the Imperial Service Team, 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 proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.

Responsibilities

Manage and grow a dedicated client portfolio through key relationship management.
Create comprehensive financial plans.
Provide exceptional client service.
Proactively engage with new and existing clients to make lasting connections and understand their goals.
Build financial plans using advanced CIBC tools.
Provide advice to help clients 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.
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, 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 location(s) specified above and, 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
Client engagement
Business development
Networking skills
Relationship building

Location

Tor-Burnhamthorpe Mall &Saturn

Work Type

On-site full-time
Regular

Experience Level

4 years of relevant experience

Education Level

Postsecondary degree/diploma
Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing
AMF licensing
Canadian Investment Funds Course (CIFC) or the 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, 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.
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.
CIBC is committed to clarity in our hiring process.
We use artificial intelligence tools during the recruitment process.

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