Sr. Financial Advisor - CIBC, Thunder Bay

Position summary

We are building a relationship-oriented bank for the modern world and need talented, passionate professionals who are dedicated to doing what is right for our clients. As a member of the Imperial Service Team, you will 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 will 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. To successfully perform the work, you will be on-site full-time.

Your impact

• 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 while cultivating 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 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 to generate future opportunities.

Who we're looking for

• You put our clients first, engage with purpose to find the right solutions, and go the extra mile because it is the right thing to do.
• You are passionate about people, find meaning in relationships, and connect through respect and authenticity.
• You act like an owner and thrive when empowered to take initiative, go above and beyond, and deliver results.
• You are goal-oriented, motivated by accomplishing your goals, and driven to make a difference.
• You have a postsecondary degree/diploma and/or 4 years of relevant experience.
• You are a certified professional with current accreditation and good standing for CIRO-ID (Canadian Investment Regulatory Organization - Investment Dealer) licensing.
• For Quebec candidates: current accreditation and good standing in AMF licensing, successful completion of CIFC or CSC, and RRC.

The team

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, offering a career rather than just a paycheck.

• Competitive salary and incentive pay
• Banking benefits and a comprehensive benefits program
• Defined benefit pension plan and employee share purchase plan
• Vacation offering and wellbeing support
• MomentMakers social, points-based recognition program
• Purpose Day: a paid day off dedicated to use for your growth and development