Financial Services Advisor Licensed
4 weeks ago
Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC
Apply locations Toronto-Wilson and Keele time type Full time posted on Posted 3 Days Ago job requisition id 2401109 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Services Specialist/Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses. 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.
To successfully perform the work, you’ll be on-site full-time
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate 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.
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You have current accreditation and good standing for IIROC licensing requirements; You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).
You find meaning in relationships and surround yourself with a diverse network of partners. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Banking, Business Development, Client Relationship Management, Community Connections, Financial Advising, Financial Products, Goal Planning, Investments, Lending, Personal Investments, Portfolio Management, Residential Mortgages, Results-Oriented, Retirement Planning Services, Wealth Management At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #
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