Guide clients toward financial goals as a Senior Financial Advisor in Redwater, using portfolio management and trusted investment advice. Work arrangement details will be discussed during your interview.
As part of CIBC's Personal and Business Banking Team, you'll manage and grow a dedicated client portfolio. You'll create comprehensive financial plans, deliver exceptional client service, and apply advanced CIBC tools. The Imperial Service Team serves clients' current needs and future goals through personalized advice and relationship management.
Key Responsibilities:
- Manage and grow a dedicated client portfolio
- Create personalized financial plans using advanced CIBC tools
- Provide trusted investment advice and exceptional client service
- Develop current relationships through networking and market knowledge
- Attend community events and participate in outreach activities
Requirements:
- 1.5 to 3 years managing and growing client portfolios
- Current CSC, CIFC, or IFC accreditation and good standing
- Eligibility for CIRO-MFD licensing upon hire
- Personal Financial Planner designation within 24 months
- Flexibility for banking centre hours and multiple locations
Use financial planning, investment advice, and relationship management expertise to grow client portfolios and deliver meaningful CIBC outcomes.