Senior Financial Advisor

Position: Senior Financial Advisor at CIBC
Location: Penticton

Elevate your career as a Senior Financial Advisor with CIBC in Penticton. Focus on personalized financial planning and client relationships while driving satisfaction and business growth.

As a Senior Financial Advisor in the Imperial Service Team, you will manage a dedicated client portfolio and offer tailored financial advice. Your impact will enhance client decisions and overall financial success, effectively representing CIBC's brand in the Penticton community.

Key Responsibilities:

• Manage and grow a dedicated client portfolio

• Create comprehensive financial plans tailored to client goals

• Deliver trusted investment advice to enhance client value

• Engage in community events to broaden CIBC's visibility

• Leverage networking skills to build new client relationships

Requirements:

• 1.5 to 3 years in financial advisory roles

• Accredited with CIRO-MFD and CSC or CIFC

• Personal Financial Planner (PFP) required within 24 months

• Strong relationship management and business development skills

• Willing to travel to multiple banking centres

Make a significant impact in client financial success as a Senior Financial Advisor at CIBC.
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