Found Description
Responsibilities
Manage and grow a dedicated client portfolio through key relationship management Create comprehensive financial plans and provide exceptional client service Deliver on CIBC’s Imperial Service approach Proactively engage with new and existing clients to understand their goals Build financial plans using advanced CIBC tools Provide the right advice to help clients make well-informed choices Qualifications
1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients Certified professional (CIRO-ID) Current accreditation and good standing for CIRO-ID licensing requirements Canadian Securities Course (CSC) written within the past 3 years is required upon hire Conduct and Practices Handbook Course (CPH) Wealth Management Essentials Course (WME) Personal Financial Planner (PFP) within 24 months of hire
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Manage and grow a dedicated client portfolio through key relationship management Create comprehensive financial plans and provide exceptional client service Deliver on CIBC’s Imperial Service approach Proactively engage with new and existing clients to understand their goals Build financial plans using advanced CIBC tools Provide the right advice to help clients make well-informed choices Qualifications
1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients Certified professional (CIRO-ID) Current accreditation and good standing for CIRO-ID licensing requirements Canadian Securities Course (CSC) written within the past 3 years is required upon hire Conduct and Practices Handbook Course (CPH) Wealth Management Essentials Course (WME) Personal Financial Planner (PFP) within 24 months of hire
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Submit your application for Senior Financial Advisor – CIRO-ID at Jobtailor
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