8 часов назад
Senior Financial Advisor (Investments)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →