Sr. Financial Advisor CIRO-MFD [Kingston, Trenton]

CIBC•Quinte West, ON

7d•Onsite

About The Position

As a member of the Imperial Service 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. 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-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).
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.

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 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 many new and existing clients to make lasting connections and understand their goals.
Build clients' 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.
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.