Senior Advisor at CIBC Financial Services

Position: Senior Advisor Role at CIBC Financial Services
Elevate your career as a Senior Financial Advisor with CIBC, specializing in managing client portfolios and providing tailored financial advice. Enhance client relationships while utilizing advanced tools.

Join CIBC as a Senior Financial Advisor, where your experience of 1.5 to 3 years will be vital in managing and growing client portfolios. This role requires you to engage proactively with clients to help them define and achieve their financial goals while delivering on CIBC’s customer service philosophy.

Key Responsibilities:

• Manage and enhance your dedicated client portfolio

• Provide exceptional client service and financial advice

• Implement CIBC’s Imperial Service approach effectively

• Build financial plans utilizing advanced tools

• Proactively engage clients to understand their needs

Requirements:

• 1.5 – 3 years in a financial advisory role

• Valid CIRO
- • CSC completed within the last 3 years

• CPH and WME courses completed

• PFP certification required within 24 months

Leverage your financial skills to foster supportive and informed client relationships at CIBC.
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