Sr. Financial Advisor - CIBC, Mississauga

About the role

As a member of the Imperial Service Team at CIBC in Mississauga, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. You will expertly deliver on CIBC’s Imperial Service approach, helping clients plan for today’s needs and tomorrow’s goals by proactively engaging with new and existing clients to make lasting connections and build financial plans using advanced CIBC tools.

To successfully perform the work and thrive in your role, you will be on-site full-time.

Responsibilities

• Client engagement: Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
• Cultivate your network to establish new client 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 strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results.
• Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that results in satisfied, loyal clients and increased referrals.
• 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.

Skills and experience

• Postsecondary degree/diploma and/or 4 years of relevant experience
• Certified professional with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) current accreditation and good standing
• For Quebec candidates: current accreditation and good standing in AMF licensing, successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC), and Registered Retirement Consultant (RRC)
• Passionate about people, goal-oriented, and able to act like an owner with high standards and genuine care

About the employer

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential, giving you a career rather than just a paycheck. We recognize you in meaningful, personalized ways and cultivate a culture where you can express your ambition through initiatives like Purpose Day.