Senior Finance Adviser Edmonton

Lead financial advising as a Senior Financial Advisor with CIBC in Edmonton, AB. Manage client portfolios and deliver tailored financial plans through interaction and advanced tools. As part of the Personal and Business Banking Team, you'll engage actively with clients to understand their goals and provide personalized advice.

With a commitment to quality service and exceptional relationship management, you will utilize CIBC’s Imperial Service approach to grow your client portfolio and promote long-term financial health.

Key Responsibilities

• Manage a dedicated client portfolio effectively
• Develop and deliver comprehensive financial plans
• Build lasting relationships with clients
• Promote CIBC’s investment solutions tailored to needs
• Participate in community engagement and outreach activities

Requirements

• Minimum of 4 years of relevant financial advising experience
• Certified qualifie...