We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals.

You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. You’re adaptable to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

To successfully perform the work, you’ll be on-site full-time._._ Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.

Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results.



Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.

Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. You find meaning in relationships and surround yourself with a diverse network of partners.

You know that relationships and networks are essential to success.

Canadian Securities

Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. This posting is for a rolewe regularly recruit for to support our talent pipeline. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process.

Business

Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented #

📌 Senior Financial Advisor - Full Time (Vancouver)
🏢 CIBC
📍 Vancouver