Sr. Financial Advisor CIRO- (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. At CIBC, we embrace your strengths and your ambitions, so you are empowered  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well‑informed choices for their future.

• Client engagement – Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
• Business development – Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
• Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results.
• Leverage CIBC’s wide range of credit and investment solutions to provide a needs‑based approach that will result in satisfied, loyal clients and increased referrals.
• Community involvement – Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.

You put our clients first. You engage with purpose to find the right solutions and go the extra mile, because it’s the right thing to do. You’re passionate about people, find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity, act like an owner, thrive when empowered to take initiative, and are goal oriented.

You’re motivated by accomplishing your goals and delivering your best to make a difference. You inspire outcomes by sharing your expertise and understand that relationships and networks are essential to success.

• A postsecondary degree/diploma and/or 4 years of relevant experience.
• Certified professional:
  Canadian Investment Regulatory Organization – Investment Dealer (CIRO-).
• Current accreditation and good standing for CIRO-.
• Certified professional (Quebec) with current accreditation and good standing in AMF licensing.
• Knowledge of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC);
  Registered Retirement Consultant (RRC).
• Asset:
  Completed CSI/ICB Investment and Taxation Fundamentals Course – Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
• Values: trust, teamwork, and accountability.

We provide a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and Moment Makers, a social points‑based recognition program. Our technology toolkit and spaces support innovation, and Purpose Day offers a paid day off for personal growth. All programs are subject to plan and program terms and conditions.

CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. We offer an accessible candidate experience and accommodate applicants who need assistance. Applicants must be legally eligible to work in Canada and, where applicable, have a valid work or study permit. The role requires on‑site full‑time presence. Skills required include business development, client service, community connections, financial advising, investments, lending, portfolio management, and results‑oriented execution.

Job Location:

Toronto‑Eglinton Town Centre

Employment Type:

Regular
Weekly

Hours:

37.5

We are actively recruiting for this opportunity.