Senior Financial Advisor , CIRO - MFD

CIBC•Saskatoon, SK

4d•Onsite

About The Position

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll 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. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses. 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.

Requirements

Postsecondary degree/diploma and/or 4 years of relevant experience.
Certified professional with current accreditation and good standing for Canadian Investment Regulatory Organization - Mutual Funds (CIRO-MFD) licensing.
Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.

Nice To Haves

Flexible to work banking centre hours which may include evenings and weekends.
Flexible to work at multiple banking centres within a reasonable travel distance.

Responsibilities

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Act as a single point of contact for clients, helping them plan for today’s needs and tomorrow’s goals.
Make lasting connections and provide the right financial advice, helping 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.
Deeply 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 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