Senior Financial Advisor, CIRO-ID – Urban
CIBC US
full-time
Posted on:
Location Type: Office
Location: Whitby • 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
- provide exceptional client service
- expertly deliver on CIBC’s Imperial Service approach
- proactively engage with new and existing clients
- build financial plans using advanced CIBC tools
- give clients the right advice to help them make informed choices
Requirements
- postsecondary degree/diploma
- 4 years of relevant experience
- certified professional
- Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
- current accreditation and good standing for CIRO-ID licensing
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningclient portfolio managementrelationship management
Soft Skills
client servicecommunicationproactive engagement
Certifications
postsecondary degree/diplomacertified professionalCIRO-ID licensing