Senior Advisor at CIBC Penticton

Location: Penticton

Become a key contributor at CIBC as a Senior Financial Advisor in Penticton, BC, managing client portfolios and creating effective financial plans. Provide robust investment advice and build client trust.

As a Senior Financial Advisor, you will be responsible for managing a portfolio of key relationships, crafting detailed financial strategies, and delivering insightful investment advice. You will leverage CIBC’s comprehensive tools while actively engaging in the community to enhance brand visibility. Client interaction will be central to your role, making each engagement meaningful and impactful.

Key Responsibilities:

• Grow and manage a key client relationship portfolio

• Create comprehensive, strategic financial plans

• Deliver personalized investment advice effectively

• Utilize CIBC's credit and investment solutions

• Actively represent CIBC at local community events

Requirements:

• 1.5–3 years of client relationship management experience

• CIRO-MFD certification and standing in CSC/CIFC/IFC

• Completion of Personal Financial Planner certification within 24 months

• AMF licensing for Quebec candidates

• Ability to understand and develop local market strategies

Showcase your financial advisory skills while promoting community involvement through your work with CIBC in Penticton.
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