Elevate your career as a Senior Financial Advisor with CIBC in Markham. Develop client relationships and deliver exceptional financial planning services tailored to individual needs.In this full time, on-site position, you'll be part of the Imperial Service Team, managing a diverse client portfolio. Your expertise in creating comprehensive financial plans will help clients navigate their financial futures. Engaging with both new and existing clients, you will utilize CIBC’s advanced tools to provide results-driven advice and create lasting connections.Key Responsibilities:
- Manage and grow a dedicated client portfolio
- Create personalized financial plans for clients
- Deliver trusted investment advice based on needs
- Attend local events to elevate CIBC’s brand
- Foster relationships to generate future opportunitiesRequirements:
- Postsecondary degree/diploma and 4 years of experience
- CIRO-ID certification and AMF licensing
- Completion of Canadian Investment Funds Course
- Knowledge of investment and taxation fundamentals
- Proven abilities in client service and business developmentBring your financial expertise and relationship management skills to make a significant impact at CIBC.#J-18808-Ljbffr

📌 Senior Financial Advisor At Cibc (Markham)
🏢 Canadian Imperial Bank of Commerce
📍 Markham