Sr. Financial Advisor CIRO-MFD (Urban)

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

Requirements

• Manage and grow a dedicated client portfolio through key relationship management
• Create comprehensive financial plans and provide exceptional client service
• Proactively engage with new and existing clients to make lasting connections and understand their goals
• Deliver trusted investment advice and create personalized financial plans
• Cultivate a network to establish new client relationships
• Deeply understand the local market and potential client base to create a comprehensive sales plan
• Use strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results
• Participate in community events and marketing activities to grow CIBC brand awareness
• Use CIBC’s wide range of credit and investment solutions to provide a needs-based approach

Benefits

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