Sr. Financial Advisor, Penticton, BC - CIBC
Posted: June 15, 2026
Apply for this jobExpires: July 15, 2026
Sr. Financial Advisor, Penticton, BC - CIBC is listed at CIBC in Penticton, BC. The Beaver Board aggregates this opening from the employer's career page — apply using the button below to reach the official application. Browse more jobs at CIBC.
job description
AI Summary
This Senior Financial Advisor role at CIBC in Penticton, BC, involves managing and growing a dedicated client portfolio. Key duties include creating comprehensive financial plans and delivering exceptional client service through the Imperial Service approach. Top requirements include 1.5-3 years of experience in a financial advisory role and CIRO-MFD certification, along with current accreditation in relevant investment funds courses.