Senior Financial Advisor – CIRO-ID
CIBC US
full-time
Posted on:
Location Type: Office
Location: Vancouver • 🇨🇦 Canada
Visit company websiteJob Level
Senior
About the role
- Manage and grow a dedicated client portfolio through key relationship management
- Create comprehensive financial plans
- Provide exceptional client service
- Engage with new and existing clients
- Help clients plan for today’s needs and tomorrow’s goals
- Deliver on CIBC’s Imperial Service approach
- Work at multiple banking centres within a reasonable travel distance
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
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
- *Subject to plan and program terms and conditions
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningclient portfolio managementrelationship management
Soft skills
client servicecommunicationengagement
Certifications
CIRO-IDCanadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)Wealth Management Essentials Course (WME)Personal Financial Planner (PFP)