Finance Operations Specialist managing daily finance operations and data integrity in a fast - scaling tech company. Focused on automating processes across high - volume global transactions.
About the role
- Senior Financial Advisor managing and growing client portfolios at CIBC. Providing comprehensive financial advice and support through dedicated relationship management.
Responsibilities
- Manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service.
- Expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio.
- Help clients plan for today’s needs and tomorrow’s goals.
- Proactively engage with many new and existing clients to make lasting connections and provide comprehensive financial advice.
Requirements
- You’re a certified professional (MFDA).
- Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC).
- Must meet eligibility requirements for MFDA licensing upon hire.
- Personal Financial Planner (PFP).
- Certified professional (Quebec).
- Current accreditation and good standing in AMF licensing.
- Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing.
- Registered Retirement Consultant (RRC).
- It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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