Sr.Financial Advisor - CIRO-MFD/AMF

What you’ll be doing

As a Senior Financial Advisor in the Imperial Service Team, you’ll manage a dedicated client portfolio, delivering financial plans and exceptional client service.

Responsibilities include managing and growing key relationships, creating comprehensive financial plans, delivering trusted investment advice using CIBC tools, and representing CIBC in community events.

• Manage and grow a portfolio of key relationships.
• Create comprehensive financial plans.
• Deliver trusted investment advice and personalized plans.
• Use CIBC’s credit and investment solutions to provide a needs-based approach.
• Attend local community events to promote the CIBC brand.

How you’ll succeed

• Client engagement: Connect on a personal level and make every interaction meaningful.
• Business development: Understand the local market, develop a comprehensive sales plan, generate opportunities, and deliv...