Senior Financial Advisor, CIRO-ID
CIBC US
full-time
Posted on:
Location Type: Office
Location: Richmond Hill • Canada
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Job Level
About the role
- 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
- Engage with new and existing clients to build their financial plans
- Use CIBC tools to help clients make informed choices
- Enhance existing client relationships and establish new client relationships
- Develop a comprehensive sales plan for business development
- Increase referrals and client satisfaction
Requirements
- 4 years of relevant experience
- Certified professional
- Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) accreditation in good standing
- Post-secondary degree/diploma
- Strong relationship building and networking skills
- Ability to create personalized financial plans
- Client engagement skills
- Business development skills
- Understanding of local market dynamics
- Community involvement skills
- Strong initiative and results orientation
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 planningsales planningclient engagement
Soft Skills
relationship buildingnetworkinginitiativeresults orientationclient service
Certifications
Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)certified professional