CIBC US

Senior Financial Advisor

CIBC US

full-time

Posted on:

Location Type: Office

Location: Halifax • 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
  • provide exceptional client service
  • deliver on CIBC’s Imperial Service approach
  • take responsibility for a large portfolio
  • help clients plan for today’s needs and tomorrow’s goals
  • proactively engage with many new and existing clients
  • make lasting connections
  • understand client goals through financial planning
  • give clients the right advice to help them make well-informed choices for their future
  • work at multiple banking centres within a reasonable travel distance
  • be on-site full-time

Requirements

  • postsecondary degree/diploma and/or 4 years of relevant experience
  • certified professional.
  • Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
  • current accreditation and good standing for CIRO-ID licensing.
  • 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
  • a 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 & Tools
financial planningclient portfolio managementinvestment advicerelationship managementportfolio responsibilityfinancial analysistaxation fundamentalslegal aspects of financial planning
Soft Skills
client servicecommunicationproactive engagementrelationship buildingorganizational skills
Certifications
Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)AMF licensingCanadian Investment Funds Course (CIFC)Canadian Securities Course (CSC)Registered Retirement Consultant (RRC)CSI/ICB Investment and Taxation Fundamentals CourseCSI/ICB Legal & Ethical Aspects of Financial Planning Course