Sr. Financial Advisor

7 months ago


Street, United Kingdom CIBC Full time

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
- At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time_
- ._

How you'll succeed- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.- Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.- Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.- You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.- You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.- You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.- Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.- You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.- You can demonstrate 1.5 - 3 years experience in financial advisory role managing and growing your own portfolio of clients.- You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC 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.- You’re a certified professional (Quebec). You have 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, and 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).- You’re a certified professional (IIROC - Ontario). You have current accreditation and good standing for IIROC 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. You have, or are willing to obtain before you



  • Street, United Kingdom Santander Full time

    Sr. Advisor, Compliance Dallas, United States of America **WHAT YOU WILL BE DOING** USA Job Function Description: Monitors activities to minimize the company's exposure to risk. Activities may include quantitative analysis, risk identification and remediation. Represents or supports the representation of the company to minimize compliance and regulatory...

  • Sr Loan Officer

    7 months ago


    Street, United Kingdom TD Bank Full time

    **Work Location**: 200 State Street Corporate **Hours**: 40 **Pay Details**: $153,920 - $230,880 USD **Line of Business**: Personal & Commercial Banking The CRE REITs and Investment Funds Group, falls within TD's Commercial Real Estate division and focuses on high quality, top tier, REITS and private institutional real estate investment companies....


  • Coleman Street, United Kingdom CER FINANCIAL LTD Full time

    Key Responsibilities:The ideal candidate will be responsible for:Developing and implementing business strategies to drive growth and revenueBuilding and maintaining strong relationships with clients to increase customer satisfaction and loyaltyManaging a team of advisors to ensure effective delivery of services and achieve business objectivesStaying...


  • Coleman Street, United Kingdom CER FINANCIAL LTD Full time

    Role Overview:CER FINANCIAL LTD is seeking a highly experienced Head of Wealth Management to lead our private banking team. As a key member of our executive team, you will be responsible for developing and implementing business strategies to drive growth and revenue.Business Development:Identify new business opportunities and develop strategies to pursue...

  • Customer Advisor

    20 hours ago


    Street, United Kingdom Acorn Recruitment And Training Full time

    We are currently looking for an experienced Customer Advisor to join our client based in Street, Somerset working remotely. Purpose and contribution of job: - Receive and manage all customer queries within set SLAs whilst delivering the required brand experience. - Support online customers and store teams with online orders and queries. Core...

  • Sales Advisor

    7 months ago


    Street, United Kingdom The Dune Group Full time

    **Sales Advisor** **About us** Making shoes, quality ones, is not an easy task. They are a complex product that require over 120 processes to put together. We know how to blend fashion seamlessly with fit and quality to create that unique feeling you get when slipping on the perfect pair. Our products are fashion focused yet comfortable, flattering yet fit...


  • Chester Le Street, United Kingdom Careersolve Full time

    Careersolve are working with a specialist financial company who are looking for a **Customer Service Advisor** to join them in Chester le Street. Our client is one of the UK’s fastest growing consumer lenders with very ambitious plans for growth, so this is an exciting time to join the team. This is a full-time, permanent role and the working hours are...

  • No7 Advisor

    2 days ago


    Bond Street Station, United Kingdom No.7 Boots Full time

    Weymouth New Bond Street Part-Time Fixed Term - The hourly rate for this role is £10.39 - £11.70 depending on location plus the opportunity to earn more if you and your team deliver great customer experiences and exceed your sales targets. With our discretionary quarterly team bonus scheme, you can earn up to 10% of your salary every quarter. - The...


  • Street, United Kingdom Millfield School Full time

    **The Role** Millfield is seeking a qualified finance professional (ACA, CIMA, ACCA) to operate as a business partner. Initially this role will report to the Financial Controller, but it is envisaged this will change in the short to medium term and so a flexible approachis required. Ultimately, this role will have a bias towards commercial activities and...


  • Street, United Kingdom Millfield School Full time

    **The Role** Millfield is seeking a qualified finance professional (ACA, CIMA, ACCA) to operate as a business partner. Initially this role will report to the Financial Controller, but it is envisaged this will change in the short to medium term and so a flexible approach is required. Ultimately, this role will have a bias towards commercial activities and...


  • Street, United Kingdom Millfield School Full time

    **The Role** Millfield is seeking a qualified finance professional (ACA, CIMA, ACCA) to operate as a business partner. Initially this role will report to the Financial Controller, but it is envisaged this will change in the short to medium term and so a flexible approach is required. Ultimately, this role will have a bias towards commercial activities and...


  • Chester-le-Street, United Kingdom Oplo Full time

    **Why join Oplo?** Oplo is one of the UK’s fastest-growing consumer lenders. We have positioned ourselves in the ‘near prime’ lending space and serve the real mainstream customers, those not able or not wishing to borrow from high street lenders. Our ambition is to provide equality of opportunity so that all hard-working people across the UK can...

  • Associate Director

    2 days ago


    Street, United Kingdom Network Rail Consulting Full time

    **About us**: Network Rail Consulting is the international consultancy arm of Network Rail, the owner of Britain’s railway. Our work is driven by our values**:passion, agility, collaboration, impartiality**. In Australia, Network Rail Consulting has a core team of specialists permanently based in New South Wales, Victoria and Queensland that is...

  • Wealth Paraplanner

    2 weeks ago


    Cannon Street, United Kingdom CV-Library Full time

    Paraplanner Job Type: Full-time, Permanent Location: City of London Salary: £35,000 - £40,000 (depending on experience) Please note: The office is currently based in Cannon Street, London, but will be relocating to Ongar High Street, Essex, in the new year. This is not a hybrid position, so candidate based in East London or Essex, with the...


  • Chester-le-Street, Durham, United Kingdom CLARKS Full time

    Requirements and QualificationsQualified accountant (AAT/ACCA/CIMA) or equivalent experience in a finance functionProven ability to make a valuable contribution to business decisions and deliver expert analysisExcellent communication and influencing skills

  • Customer Advisor

    4 days ago


    Broad Street, United Kingdom Boots Full time

    Job Reference: 179219BR Welshpool, Broad Street Permanent Full-time **The importance of your role.** This is your chance to be part of something a bit different. You’ll be working closely with the most important part of our business - our customers. Giving them fantastic customer care and making them feel good, and we think that’s a great...

  • Customer Advisor

    4 days ago


    Church Street, United Kingdom Boots Full time

    Job Reference: 179207BR Malvern, Church Street Fixed Term Part-time **The importance of your role.** This is your chance to be part of something a bit different. You’ll be working closely with the most important part of our business - our customers. Giving them fantastic customer care and making them feel good, and we think that’s a great...


  • Street, United Kingdom Samsonite Full time

    **Keyholder** Are looking to join a fun faced paced sales environment? Samsonite have a fantastic opportunity for you to join their worldwide leading luggage and accessory brand. The role is a great mix of commercial, operational and customer service, we are looking for a confident, charismatic, self-motivated individual who thrives in a fast-paced...


  • Old Street, United Kingdom CV-Library Full time

    Are you a Commercial Finance Broker looking to make a significant impact in the world of finance? Our client, a leading commercial finance firm in London, is on the hunt for a motivated individual to join their dynamic team. With a focus on providing tailored financial solutions for SMEs, this role is perfect for someone with a passion for finance and a...


  • Bread Street, United Kingdom Daniel Owen Ltd Full time

    Permanent Recruitment Consultant - St Paul's, London £28k-£40k per annum (DOE) OTE £60K-£80K first year, set to increase after one year of billing Daniel Owen is looking for an experienced recruitment consultant or sales professional to join the team in our office based in London. Due to significant growth across a wide range of sectors, there is...