Senior Financial Advisor – CIRO-ID

CIBC US

Senior Financial Advisor managing a dedicated portfolio at CIBC. Focused on relationship management and comprehensive financial planning with exceptional client service.

Posted 5/27/2026full-timeVancouver • 🇨🇦 CanadaSeniorWebsite

About the role

Key responsibilities & impact

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
Proactively engage with new and existing clients to understand their goals
Build financial plans using advanced CIBC tools
Provide the right advice to help clients make well-informed choices

Requirements

What you’ll need

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

Comp & perks

Competitive salary
Incentive pay
Banking benefits
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial planningportfolio managementclient relationship management

Soft Skills

client servicecommunicationproactive engagement

Certifications

CIRO-IDCanadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)Wealth Management Essentials Course (WME)Personal Financial Planner (PFP)