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 good 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.