- Job Role: Senior Financial Advisor
- Salary: Not Disclosed
- Location: Halifax, NS
- Company: CIBC
- Qualifications: Bachelor’s degree
- Experience: 1-3 years
ABOUT CIBC
CIBC (Canadian Imperial Bank of Commerce) is considered one of Canada’s largest and maximum established monetary institutions, providing an extensive sort of banking services and products to people, businesses, and institutional customers. Headquartered in Toronto, CIBC operates throughout Canada and the world over, with a focus on turning in cutting-edge monetary solutions, which encompass private banking, wealth manipulation, business banking, and capital markets services. With a rich records relationship returned to 1867,
CIBC is dedicated to assisting its customers to attain monetary success and well-being. The monetary group is ideal for its sturdy purchaser relationships, deep enterprise records, and dedication to company obligation. CIBC embraces technological enhancements to beautify the customer experience and gives a large variety of virtual banking options. As a relied-on financial accomplice, CIBC maintains to play a key function in shaping Canada’s economic panorama and helping the corporations it serves.
Senior Financial Advisor: Job Description
Position Overview: The Senior Financial Advisor affords expert monetary recommendations and steering to people and companies, helping them gain their economic desires and steady long-term economic stability. This role is responsible for reading customers’ economic needs, creating tailored economic strategies, and providing complete solutions in regions collectively with retirement-making plans, funding management, asset-making plans, tax optimization, and change management. The Senior Financial Advisor needs too have deep statistics of economic markets, products, and guidelines, in addition to amazing communique and interpersonal abilties to foster acceptance as authentic and build sturdy consumer relationships.
Key Responsibilities:
Client Relationship Management:
- Build and preserve long-term relationships with clients, providing personalized financial advice.
- Meet with clients regularly to have a look at their economic goals, song development, and modify strategies as important.
- Ensure an excessive degree of consumer satisfaction through the use of presenting great customer service and addressing worries in a properly timed manner.
Financial Planning and Strategy Development:
- Analyze customers’ economic conditions by reviewing their belongings, liabilities, earnings, and costs.
- Develop custom-designed economic plans and techniques that align with clients’ goals, together with retirement planning, property-making plans, tax strategies, and investment control.
- Advise clients on portfolio diversification, chance tolerance, and investment opportunities, making sure appropriate asset allocation.
Investment Management:
- Providerecommendationss sounding products including mutual finances, shares, bonds, and other monetary units.
- Monitor and regulate customers’ investment portfolios based mostly on market traits, financial dreams, and converting occasions.
- Evaluate market conditions and endorse changes to funding techniques to optimize returns and manipulate risk.
Compliance and Risk Management:
- Ensure all financial making plans and investment recommendation complies with applicable agency suggestions and extraordinary practices.
- Identify dangers in clients’ monetary portfolios and suggest techniques to mitigate the risks through suitable insurance or other financial products.
- Maintain accurate and updated customer information and financial documentation.
Business Development:
- Identify and pursue new commercial enterprise possibilities to increase the client base and generate sales.
- Actively participate in networking sports, community outreach, and expert corporations to grow visibility and develop the company’s reputation.
- Leverage referrals and extraordinary advertising strategies to draw new customers.
Team Leadership and Mentoring:
- Provide leadership and mentorship to junior economic advisors and the workforce.
- Share know-how and fine practices with the team, selling a lifestyle of continuous reading and expert improvement.
- Collaborate with one-of-a-kind experts together with legal professionals, accountants, and tax advisors to provide holistic solutions to clients.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
- Minimum of five years of revel in financial advising or a related economic offerings position.
- Professional certifications together with CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or identical fairly favored.
- Deep know-how of funding merchandise, financial making plans, tax prison guidelines, and retirement plan techniques.
- Strong interpersonal and conversation capabilities with a patron-targeted technique.
- Proven music document of agency development and meeting sales dreams.
- Ability to paint independently, prioritize duties, and manage a purchaser portfolio efficaciously.
Work Environment:
The Senior Financial Advisor works in brief-paced, customer-targeted surroundings. While a whole lot of the paintings may be performed in an office, occasional excursions too customer locations and networking events may be required. The function wishes excessive interest to element, a proactivmindsett, and the capacity to address sensitive purchaser records with discretion and professionalism.
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