CIBC Senior Financial Consultant

Position: CIBC Senior Financial Consultant Role
Shape the future of your clients as a Senior Financial Consultant at CIBC, where you’ll build valuable relationships and craft personalized financial plans. Flexibility is key to this role.

In your role on the Personal and Business Banking Team, you will oversee a dedicated client portfolio, focusing on relationship management and delivering exceptional service. Your career at CIBC involves leveraging financial expertise to provide well-informed advice while engaging with clients at various banking centres to foster loyalty and trust.

Key Responsibilities:

• Oversee and grow a personalized client portfolio

• Create innovative financial plans for achieving goals

• Establish strong connections with clients for effective service

• Use market insights for business development

• Engage in local events to elevate CIBC’s presence

Requirements:

• Experience between 1.5 and 3 years as an adviser

• Valid MFDA certification and in good standing

• Successful completion of CSC/CIFC mandatory

• Acquire PFP certification within two years

• AMF licensing is preferred for Quebec applicants

Make a significant impact in clients' lives as a Senior Financial Consultant at CIBC.
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