Sr. Financial Advisor CIRO-ID (Urban) [Scarborough, Durham]

CIBC

4d•Onsite

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. 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. To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Imperial Service Team, you’ll manage and grow a 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. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

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.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

Responsibilities

Client engagement - 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.
Business development - 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 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 that will result in satisfied, loyal clients and increased referrals.
Community involvement - 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.