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Job Description & How to Apply Below
Deliver personalized financial advice at CIBC as a Senior Financial Advisor in Penticton, using portfolio management and client engagement skills. This full-time onsite role serves clients through relationship-based banking.
As part of CIBC’s Imperial Service Team, you’ll manage and grow a dedicated client portfolio. You’ll create comprehensive financial plans, provide trusted investment advice, and use CIBC tools to support informed choices. The work includes business development, networking, and community involvement.
Key Responsibilities:
Manage and grow a dedicated client portfolio
Create comprehensive financial plans using CIBC tools
Deliver trusted investment advice and exceptional client service
Convert local market leads into new client relationships
Attend community events and marketing activities
Requirements:
1.5–3 years managing and growing a client portfolio
Current CIRO-MFD certification and eligibility for licensing
Current CSC, CIFC, or IFC accreditation and good standing
Personal Financial Planner designation within 24 months
Flexibility for onsite hours, evenings, weekends, and nearby centres
Bring financial advising, investment knowledge, and relationship-building expertise to CIBC’s Imperial Service clients in Penticton.
Position Requirements
10+ Years
work experience
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