Senior Financial Advisor At Cibc Penticton
CIBC
Enhance client relationships as a Senior Financial Advisor with CIBC in Penticton. Focus on personalized financial planning and exceptional service to drive client satisfaction and success. As a Senior Financial Advisor in the Imperial Service Team at CIBC, your role is centered on managing a dedicated client portfolio.
Become a pivotal influence in client decisions and financial growth while representing CIBC in Penticton.
Key Responsibilities
- Manage and grow a dedicated client portfolio
- Create comprehensive financial plans based on client goals
- Deliver trusted investment advice to clients
- Engage in community events to enhance CIBC's brand
- Utilize networking skills to generate recent client relationships
Requirements
- 1.5 to 3 years in financial advisory roles
- Accredited with CIRO-MFD and CSC or CIFC
- Personal Financial Planner (PFP) within 24 months
- Solid relationship management and business development skills
- Ability to travel to multiple banking centres
Vacancy posted 4 hours ago
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