CIBC US

Senior Financial Advisor – CIRO-MFD, Urban

CIBC US

full-time

Posted on:

Location Type: Office

Location: Bracebridge • 🇨🇦 Canada

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Job Level

Senior

About the role

  • Manage and grow a dedicated client portfolio through key relationship management
  • Create comprehensive financial plans providing exceptional client service
  • Deliver on CIBC’s Imperial Service approach
  • Proactively engage with many new and existing clients to make lasting connections
  • Build financial plans using advanced CIBC tools
  • Give clients the right advice to help them make well-informed choices for their future
  • Work flexible hours including evenings and weekends across multiple banking centres

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)
  • Must meet eligibility requirements for CIRO-MFD licensing upon hire
  • Personal Financial Planner (PFP) within 24 months of hire
  • 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
  • Registered Retirement Consultant (RRC)
  • 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)
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningclient portfolio managementrelationship managementinvestment advicefinancial analysisportfolio growthtaxation fundamentalslegal aspects of financial planning
Soft skills
client servicecommunicationproactive engagementflexibilityinterpersonal skills
Certifications
CIRO-MFDCanadian Securities Course (CSC)Canadian Investments Funds Course (CIFC)Investment Funds in Canada Course (IFC)Personal Financial Planner (PFP)AMF licensingRegistered Retirement Consultant (RRC)CSI/ICB Investment and Taxation Fundamentals CourseCSI/ICB Legal & Ethical Aspects of Financial Planning Course