Sr. Financial Advisor CIRO-ID (Urban) [Scarborough, Durham] (Oshawa)

What you’ll be doing

As a member of the Imperial Service Team, you’ll 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’ll 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.

How you’ll succeed

• 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.
• Business development – deeply understand your local market, create a comprehensive sales plan to convert leads into new clients, and use strong relationship‑building and networking skills to build connections and deliver bottom‑line ...