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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advising, investment planning, and relationship management while effectively mentoring a team of advisors. Capable of creating personalized financial plans and executing comprehensive sales strategies to grow client portfolios.
Highest-signal resume keywords
Registered Representative (RR) AccreditationCertified Financial Planner (CFP)Financial Advising ExpertiseInvestment Planning ExperienceAnalytical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment PlanningEstate PlanningRetirement PlanningTax PlanningCredit PlanningSales Strategy ExecutionMarket Trend AnalysisClient Portfolio ManagementLead Conversion
Soft Skills
Relationship ManagementCoachingProblem SolvingClient ServiceNetworking
Certifications & Qualifications
Registered Representative (RR)Certified Financial Planner (CFP)
Industry Keywords
CIBC Imperial ServiceClient Relationship ManagementFinancial AdviceInvestment AdviceClient-Focused Decisions
About the role
Key responsibilities & impact- Manage and grow a complex client portfolio through self-sourced leads
- Provide dedicated relationship management, in-depth financial advice and exceptional client service
- Deliver CIBC’s Imperial Service approach for a large portfolio
- Help clients plan for current needs and future goals
- Mentor and coach a team of advisors
- Support advisors in problem solving and providing comprehensive financial advice
- Engage clients personally and deliver trusted investment advice
- Create complex, comprehensive and personalized financial plans
- Cultivate networks and establish new client relationships
- Analyze local market trends and potential client bases
- Create and execute a comprehensive sales plan to convert leads into new clients
- Generate opportunities, deliver bottom-line results and increase referrals
- Provide coaching and support to help advisors make informed client-focused decisions
Requirements
What you’ll need- Postsecondary degree/diploma and/or 4 years of relevant experience
- Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
- CFP upon hire
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- Flexibility to work banking centre hours, including evenings and weekends
- Flexibility to work at multiple banking centres within a reasonable travel distance
- Experience in investment, estate, retirement, tax planning and credit planning
- Financial advising and investment planning expertise
- Analytical thinking and client service skills
Benefits
Comp & perks- Competitive compensation
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: paid day off dedicated to growth and development
- Opportunities for career development and growth
- Accessible candidate experience and accommodation support