Senior Finance Analyst providing financial support for Supply Chain North America. Responsible for forecasting, performance tracking, and financial insights to drive business growth.
About the role
- Senior Financial Advisor managing and growing client portfolios for CIBC. Creating financial plans and delivering exceptional client service with a focus on relationship management.
Responsibilities
- Manage and grow a dedicated client portfolio through key relationship management
- Create comprehensive financial plans and provide exceptional client service
- Deliver on CIBC’s Imperial Service approach taking responsibility for a large portfolio
- Proactively engage with new and existing clients to understand their goals
- Build financial plans using advanced CIBC tools
- Provide the right advice to help clients make informed choices
- Work flexible hours including evenings and weekends at multiple banking centres
Requirements
- 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients
- Certified professional (CIRO-ID)
- Current accreditation and good standing for CIRO-ID licensing requirements
- Canadian Securities Course (CSC) written within the past 3 years is required upon hire
- Conduct and Practices Handbook Course (CPH)
- Wealth Management Essentials Course (WME)
- Personal Financial Planner (PFP) within 24 months of hire
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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