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Senior Financial Advisor At Cibc Vancouver

Company

Canadian Imperial Bank of Commerce

Location

vancouver, bc

Type

Full-time

Elevate your financial advising career with CIBC as a Senior Financial Advisor. Manage client portfolios, create financial plans, and provide top-notch service to meet client needs in Vancouver, Richmond, and Burnaby. As part of CIBC's Personal and Business Banking Team, you will oversee a dedicated client portfolio, leveraging comprehensive financial strategies. In this full time role, expect to engage with clients, develop personal financial plans, and deliver tailored advice through the Imperial Service approach. Your proactive interaction will enable you to understand client goals and build lasting relationships, while working flexible hours across multiple banking centres. Key Responsibilities

Manage and grow dedicated client portfolios Create customized financial plans for clients Provide investment advice and assess financial needs Engage in community events to increase brand awareness Utilize advanced tools for comprehensive client service Requirements

1.5 – 3...

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