Sr. Financial Advisor - CIRO-ID (Urban)

CIBC•Vancouver, BC

10d•Onsite

About The Position

As a member of the Personal and Business Banking 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. 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. To successfully perform the work, you’ll be on-site full-time.

Requirements

1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
Certified professional (CIRO-ID).
Current accreditation and good standing for CIRO-ID licensing requirements.
Canadian Securities Course (CSC) written within the past 3 years is required upon hire.
Conduct and Practices Handbook Course (CPH).
Wealth Management Essentials Course (WME).
Personal Financial Planner (PFP) within 24 months of hire.
Values matter to you.
Bring your real self to work and live our values - trust, teamwork, and accountability.
Value innovation, collaboration and client service.
Be legally eligible to work at the location(s) specified.
Where applicable, must have a valid work or study permit.

Nice To Haves

You put our clients first.
You engage with purpose to find the right solutions.
You go the extra mile, because it’s the right thing to do.
You’re passionate about people.
You find meaning in relationships and surround yourself with a diverse network of partners.
You connect with others through respect and authenticity.
You act like an owner.
You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented.
You’re motivated by accomplishing your goals and delivering your best to make a difference.
You engage with your heart and mind.
You care about people and respect different perspectives.
You listen to and learn from the experiences of others.
Your influence makes a difference.
You know that relationships and networks are essential to success.
You inspire outcomes by sharing your expertise.
You embrace and advocate for change.
You continuously evolve your thinking and the way you work in order to deliver your best.

Responsibilities

Manage and grow a dedicated client portfolio through key relationship management.
Create comprehensive financial plans and provide exceptional client service.
Deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio.
Help clients plan for today’s needs and tomorrow’s goals.
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.
Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
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