Empower clients as a Senior Financial Advisor with CIBC in Thunder Bay. Manage client portfolios, deliver personalized financial plans, and build lasting relationships to achieve their financial goals.

As a key member of CIBC’s Imperial Service Team, you will oversee a diverse client portfolio while providing exceptional investment advice and financial planning. Engaging with both existing and current clients, you will utilize advanced tools to understand financial needs and foster meaningful connections.

Your role will emphasize proactive client engagement and business development strategies.

Key Responsibilities:
Manage and grow a dedicated client portfolio
Deliver personalized financial plans based on client needs




Use relationship management to enhance client interactions
Develop comprehensive sales strategies for current client acquisition
Participate in community outreach to raise CIBC’s brand awareness

Requirements:
4 years of relevant financial advisory experience
CIRO-ID certification in good standing
Completion of Canadian Investment Funds Course or CSC
Ability to cultivate relationships and build networks
Robust understanding of local financial markets

Maximize your impact as a trusted advisor and utilize your expertise to help clients succeed financially.
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📌 Senior Financial Advisor At Cibc Ottawa
🏢 CIBC US
📍 Ottawa