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 effectivelyCreate personalized financial plans for clientsEngage with current and existing clients regularlyDevelop comprehensive sales plans targeting leadsParticipate in local community events for outreachRequirements:1.5 - 3 years in financial advisory rolesCertification in CIRO-MFD and the Canadian Securities CourseEligible for CIRO-MFD licensing upon hirePersonal Financial Planner designation within 24 monthsAccurate understanding of local market dynamicsLeverage your expertise to foster client relationships and deliver meaningful financial advice at CIBC.

📌 Senior Financial Advisor At Cibc (Golden)
🏢 CIBC
📍 Golden