Senior Financial Advisor at CIBC

Elevate your financial advising career with CIBC as a Senior Financial Advisor. Manage client portfolios, create financial plans, and provide top-notch service to meet client needs in Vancouver, Richmond, and Burnaby.

As part of CIBC's Personal and Business Banking Team, you will oversee a dedicated client portfolio, leveraging comprehensive financial strategies. In this full-time role, expect to engage with clients, develop personal financial plans, and deliver tailored advice through the Imperial Service approach. Your proactive interaction will enable you to understand client goals and build lasting relationships, while working flexible hours across multiple banking centres.

Key Responsibilities:

• Manage and grow dedicated client portfolios

• Create customized financial plans for clients

• Provide investment advice and assess financial needs

• Engage in community events to increase brand awareness

• Utilize advanced tools for comprehensive client service

Requirements:

• 1.5 – 3 years in a financial advisory role

• CIRO- in good standing

• Completion of Canadian Securities Course (CSC)

• Strong relationship building and networking skills

• Passion for client-focused service

Drive impactful client relationships and drive success as a Senior Financial Advisor with CIBC in British Columbia.
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