Build trusted client relationships as a Senior Financial Advisor in Brampton, using portfolio management and comprehensive financial planning skills in office full-time.

As part of CIBC’s Imperial Service Team, you will manage and grow a dedicated client portfolio. You will create comprehensive financial plans, provide investment advice, and deliver exceptional client service. This senior role supports clients’ current needs and future goals through advanced CIBC tools.

Key Responsibilities:
Manage and grow a dedicated client portfolio
Create personalized financial plans using CIBC tools
Provide trusted investment advice and client service
Develop new relationships through networking and outreach
Attend community events and marketing activities

Requirements:
Postsecondary degree, diploma, or four years’ relevant experience
Current CIRO-ID accreditation and positive standing
Solid relationship-building and networking abilities
Experience with investments, lending, and financial advising
Goal-oriented approach focused on client needs

Bring portfolio management, financial planning, and relationship-building expertise to CIBC’s Imperial Service Team in Brampton.
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📌 Senior Financial Advisor Brampton (Canada)
🏢 CIBC
📍 Canada