CIBC Financial Advisor - Portfolio Management
Canadian Imperial Bank of Commerce • hamilton, Canada
Role Description
Serve clients at CIBC as a Senior Financial Advisor focusing on portfolio management in Hamilton, ON. Take charge of client experiences by creating tailored financial plans and driving results.
In this role with the Imperial Service Team, you will manage a significant client portfolio. You will engage clients personally, understanding their financial needs and using CIBC’s advanced tools. This position demands business development and community participation to expand market presence and strengthen client relationships.
Key Responsibilities:
• Build and manage a dedicated client portfolio
• Provide personalized financial planning and investment advice
• Develop a sales plan to gain new clients
• Engage in community events for brand awareness
• Leverage CIBC resources for comprehensive financial solutions
Requirements:
• 4 years of experience in financial services
• Current CIRO-ID licensing and good standing
• Post-secondary educational background
• ...
In this role with the Imperial Service Team, you will manage a significant client portfolio. You will engage clients personally, understanding their financial needs and using CIBC’s advanced tools. This position demands business development and community participation to expand market presence and strengthen client relationships.
Key Responsibilities:
• Build and manage a dedicated client portfolio
• Provide personalized financial planning and investment advice
• Develop a sales plan to gain new clients
• Engage in community events for brand awareness
• Leverage CIBC resources for comprehensive financial solutions
Requirements:
• 4 years of experience in financial services
• Current CIRO-ID licensing and good standing
• Post-secondary educational background
• ...