Cibc
Sr. Financial Advisor CIRO-ID (Urban)
Toronto, ON · Senior · Full-time
Sponsorship not specifiedDetected 1 day ago
ExpressBusiness DevelopmentRecruiting
About the role
- We need talented, passionate professionals who are dedicated to doing what's right for our clients.
- Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- How you'll succeed - Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful.
Responsibilities
- As a member of the Imperial Service Team, you'll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
- As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today's needs and tomorrow's goals.
- You'll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
- Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
- Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
- Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results.
- Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
- Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
- Grow your network to create lasting connections that will generate future opportunities.
- You find meaning in relationships and surround yourself with a diverse network of partners.
Requirements
- You know that relationships and networks are essential to success.
- You inspire outcomes by sharing your expertise.
- You can demonstrate 1.5.
- You have current accreditation and good standing for CIRO-ID licensing requirements
- You have current accreditation and good standing in AMF licensing
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day
- We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Compensation
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing
Company info
- At CIBC we enable the work environment most optimal for you to thrive in your role.
- You're motivated by accomplishing your goals and delivering your best to make a difference.
- You bring your real self to work and you live our values - trust, teamwork, and accountability.
- application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Equal opportunity
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
This listing is sourced directly from Cibc's careers page and normalized into a canonical job model.