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8 часов назад

Senior Financial Advisor (Investments)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Financial Advisor (Investments): Building and growing a dedicated client portfolio through relationship management, financial planning, investment, lending, and estate-planning advice with an accent on personalized client service and local business development. Focus on creating needs-based financial solutions, generating new client relationships, and strengthening community connections.

Location: Onsite in Saskatoon, SK, at Saskatoon-201 21 St, 7th FL; flexibility to work across multiple banking centres within a reasonable travel distance is required.

Salary: Competitive salary and incentive pay; exact amount not specified.

Company

CIBC is a relationship-oriented bank providing personal and business banking, investment, lending, and financial planning services.

What you will do

  • Build and grow a dedicated client portfolio through relationship management and exceptional client service.
  • Provide tailored advice across day-to-day banking, investments, lending, estate planning, and broader financial planning.
  • Develop local-market sales plans, convert leads, generate new client relationships, and increase referrals.
  • Leverage credit and investment solutions to deliver needs-based recommendations and results.
  • Participate in community events, marketing, and outreach activities to strengthen local connections.

Requirements

  • Postsecondary degree or diploma and/or four years of relevant experience.
  • Current Canadian Investment Regulatory Organization Mutual Funds accreditation (CIRO-MFD) in good standing is required.
  • Legal eligibility to work at the specified Saskatoon location is required; a valid work or study permit may be required where applicable.
  • Strong relationship-building, networking, client service, business development, and financial advising skills.
  • Goal-oriented approach with commitment to trust, teamwork, accountability, and client-first service.
  • Flexibility to work banking centre hours, including possible evenings and weekends, is required.

Culture & Benefits

  • Competitive salary, incentive pay, banking benefits, and a benefits program.
  • Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
  • Social recognition through the MomentMakers program.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible workplace with accommodation support during the hiring process.

Hiring process

  • Potential attribute-based assessment and additional skills testing, including simulations or French proficiency testing where applicable.
  • Artificial intelligence tools may be used during recruitment.

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