Elevate client relations with CIBC as a Senior Financial Advisor. Drive financial planning and client engagement in Golden for a thriving banking career.

As part of the Personal and Business Banking Team at CIBC, you'll manage and develop a dedicated client portfolio. This senior role involves comprehensive financial planning and delivering exceptional service through CIBC’s unique Imperial Service approach. You're expected to proactively connect with clients, understand their goals, and provide well-informed financial advice.

Key Responsibilities:
• Manage a large client portfolio effectively
• Create personalized financial plans for clients
• Engage with recent and existing clients regularly




• Develop comprehensive sales plans targeting leads
• Participate in local community events for outreach

Requirements:
• 1.5 - 3 years in financial advisory roles
• Certification in CIRO-MFD and the Canadian Securities Course
• Eligible for CIRO-MFD licensing upon hire
• Personal Financial Planner designation within 24 months
• Accurate understanding of local market dynamics

Leverage your expertise to foster client relationships and deliver meaningful financial advice at CIBC.
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📌 Senior Financial Advisor at CIBC (British Columbia)
🏢 CIBC US
📍 British Columbia