Sr. Financial Advisor-MFDA/AMF

CIBC•Whitehorse, YT

3d•Hybrid

About The Position

As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. 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. 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. Details on your work arrangement (portion of on-site and remote work) will be discussed at the time of your interview.

Requirements

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) and must meet eligibility requirements for CIRO-MFD licensing upon hire.
Personal Financial Planner (PFP) within 24 months of hire.
Certified professional (Quebec).
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).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

Nice To Haves

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).

Responsibilities

Manage and grow your 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 many 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 your 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 that will result in satisfied, loyal clients and increased referrals.
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.

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.