Build trusted client relationships as a Senior Financial Advisor with CIBC’s Imperial Service Team, delivering tailored financial planning and exceptional advice on-site full-time.
As a Financial Advisor, you will manage a dedicated portfolio and serve as a single point of contact for clients. You will provide solutions across day-to-day banking, investments, lending, and estate planning. The position also emphasizes networking, business development, and community involvement.
Key Responsibilities:
- Build and grow a dedicated client portfolio
- Deliver tailored financial planning advice and solutions
- Create sales plans for local markets
- Develop client relationships through networking
- Participate in community events and outreach activities
Requirements:
- Postsecondary degree, diploma, or four years’ relevant experience
- Current CIRO-ID accreditation in positive standing
- Client-first approach with strong relationship-building skills
- Goal-oriented mindset and initiative
- Flexibility for banking centre evenings and weekends
Bring financial planning, relationship management, and business development skills to CIBC’s Imperial Service clients and communities.
📌 Senior Financial Advisor Imperial Service (Toronto)
🏢 CIBC
📍 Toronto