Senior Financial Advisor CIBC Toronto (Ontario)

Senior Financial Advisor CIBC Toronto (Ontario)

18 Aug
|
Canadian Imperial Bank of Commerce
|
Ontario

18 Aug

Canadian Imperial Bank of Commerce

Ontario

Shape your financial career with CIBC as a Senior Financial Advisor in Toronto. Drive client success by managing a portfolio and providing exceptional financial planning services.

As a member of the Imperial Service Team, you will be responsible for growing a dedicated client portfolio through relationship management and personalized service. Your role necessitates at least 1.5 years of relevant experience and a client-first mindset, ensuring that every client engagement is meaningful and impactful. You will actively participate in community initiatives, aligning with CIBC's commitment to local engagement.

Key Responsibilities:
• Manage client relationships and grow financial portfolios
• Create tailored financial plans for clients




• Engage actively with recent and existing clients
• Leverage networking to create new client opportunities
• Participate in community marketing efforts

Requirements:
• 1.5 – 3 years in financial advisory
• CIRO-ID certification required
• Canadian Securities Course completed in last 3 years
• Strong client engagement skills
• Participation in local community events

Drive your passion for finance and relationship management as a Senior Financial Advisor at CIBC in Toronto.
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📌 Senior Financial Advisor CIBC Toronto (Ontario)
🏢 Canadian Imperial Bank of Commerce
📍 Ontario

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