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Senior Financial Advisor at CIBC

CIBC
Location 📍 oshawa, Canada
Posted 📅 June 08, 2026
Work Type ⏰ Full-time

Position Overview

Drive financial success for clients as a Senior Financial Advisor at CIBC. Manage portfolios and provide personalized investment advice while enhancing community connections in a permanent role.

Join CIBC's Imperial Service Team to build and manage a dedicated client portfolio. With a client-first approach, successfully deliver tailored financial plans and investment strategies. Utilize your strong business development skills to convert leads and deepen client relationships, contributing to meaningful community involvement.

Key Responsibilities:
• Manage and grow assigned client portfolios effectively
• Deliver personalized investment advice and financial plans
• Develop comprehensive sales strategies for new client acquisition
• Utilize CIBC’s credit and investment solutions to meet client needs
• Actively participate in community events to enhance brand awareness

Requirements:
• Minimum 4 years of relevant exp...

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
oshawa, Canada