Lead SEC financial reporting and compliance at Micron Technology, ensuring accurate filings and collaboration with cross - functional teams. Overseeing stock - based compensation and SOX compliance data.
About the role
- Senior Financial Advisor managing and growing client portfolios for CIBC. Providing financial plans and exceptional service, focusing on relationship management.
Responsibilities
- Manage and grow a dedicated client portfolio through key relationship management.
- Create comprehensive financial plans and provide exceptional client service.
- Deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio.
- Proactively engage with many new and existing clients to make lasting connections.
- Understand clients' 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.
- Enable an optimal work environment for every team member to thrive in their role.
Requirements
- 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
- You’re a certified professional (CIRO-ID).
- Have current accreditation and good standing for CIRO-ID 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).
- 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.
- 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).
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- A benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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