Senior Financial Advisor at CIBC

Empower your career as a Senior Financial Advisor with CIBC in Toronto. Manage a dedicated client portfolio, delivering exceptional service and personalized financial plans every day.

In this on-site role with the Imperial Service Team, you will enhance existing client relationships and build new ones through strong engagement. This position requires at least 1.5 to 3 years of experience in advisory roles, focusing on relationship management and business development to achieve goals. You'll create comprehensive financial plans using advanced tools while actively participating in community outreach initiatives.

Key Responsibilities:

• Manage and grow a dedicated client portfolio

• Deliver trusted investment advice and create personalized plans

• Engage with clients to understand their financial goals

• Develop comprehensive sales plans to convert leads

• Participate in community events to raise brand awareness

Requirements:

• 1.5 – 3 years in a financial advisory role

• CIRO- in good standing

• Canadian Securities Course completed in the past 3 years

• Strong relationship building and networking skills

• Willingness to engage in community activities

Bring your financial expertise and commitment to client success as a Senior Financial Advisor at CIBC in Toronto.
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