As a Senior Financial Advisor, you will manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Requirements
- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful.
- Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
- Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Health benefits program
- Defined benefit pension plan
- Employee share purchase plan
- MomentMakers, our social, points-based recognition program