Senior Advisor

Position: Senior Advisor Role at CIBC
Join CIBC as a Senior Financial Advisor in Kingston and empower clients with informed financial choices.

Your role focuses on nurturing relationships while growing an influential portfolio.

As part of the Imperial Service Team, your primary responsibilities include delivering tailored financial plans to clients and developing a robust network in the community. You will utilize advanced tools for investment and financial advice, with a flexible work model that adapts to client availability.

Key Responsibilities:

• Manage a diverse portfolio of clients effectively

• Create comprehensive financial plans based on client needs

• Engage in business development and networking activities

• Attend community events to boost brand recognition

• Provide expert advice leveraging CIBC's financial tools

Requirements:

• 1.5 – 3 years in a financial advisory capacity

• Hold CIRO-MFD certification with active licensing

• Proven ability in relationship management

• Excellent skills in community involvement initiatives

• Goal-driven with a passion for client success

Enhance client experiences with strategic financial planning at CIBC.
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