Financial Advisor

4 weeks ago

Ontario, Canada Canadian Imperial Bank of Commerce Full time

Financial Advisor - MFDA / IIROC page is loaded Financial Advisor - MFDA / IIROC Apply locations Surrey-Scott Rd & 73Rd Ave. Surrey, BC time type Full time posted on Posted 30+ Days Ago job requisition id 2314463

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

Job Description

What you'll be doing

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 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. 

How you'll succeed

  • Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. 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.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

  • You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

  • You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

  • You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.

  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

  • You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC 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).

  • You’re a certified professional (Quebec). You 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, and 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).

  • You’re a certified professional (IIROC - Ontario). You have current accreditation and good standing for IIROC 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). You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).

  • Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • 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 .

Job Location

Surrey-12025 Nordel Way

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

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. #J-18808-Ljbffr

  • Associate Financial Advisor

    4 weeks ago

    Ontario, Canada Buss Financial Full time

    Buss Financial Group Inc. is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm in London, Ontario. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in a culture that embraces work life balance then this may be the...

  • Training Advisor

    3 weeks ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a top 5 bank in Canada is looking to hire a Training Advisor in their team for an initial 6-month contract. This role is twice a week in office in downtown Toronto. Responsibilities Include: Support end-user on completing system-specific steps, Monitor, evaluate and record training activities and program effectiveness. Facilitate...

  • Virtual Advisor

    3 weeks ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a top 5 bank in Canada is looking to hire a Training Advisor in their team for an initial 6-month contract. This role is twice a week in office in downtown Toronto. Monitor, evaluate and record training activities and program effectiveness. Develop and organize training materials that include procedures, work instructions, business...

  • Mortgage Agent

    4 weeks ago

    Ottawa, Ontario, Ottawa region, Canada SJC Financial Full time

    Thinking about becoming a mortgage agent? Join SJC Financial, one of Canada's top mortgage brokerages. We help Canadians finance over $100+ million in volume per year. SJC Financial offers high quality training, finance tools, and provides crucial hands-on experience. Work completely independent from home or from the SJC Financial office spaces. We offer...

  • Product Investment Writer

    4 weeks ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a Top 5 Bankin Canada is looking to hire a Product Investment Writerto their Global Asset Management product team for an initial 6month contract. This role is currently primarily remote, with periodic in office requirementsin Toronto. Responsibilities Include: Work on content writingand editing for audiences focussed on a variety of...

  • Multiple Advisor Roles for Economic Planning Board for Northeast Ontario

    4 weeks ago

    Northeastern Ontario, Canada ITREB Full time

    About the Program The primary mission of the EPB is to enhance the self-reliance and economic well-being of the community members. To do so, it provides programs and services in areas such as personal finance, entrepreneurship, business development, and economic literacy. The Board also helps community members access job opportunities, develop career...

  • Writer, REMOTE CONTRACT

    4 weeks ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a Top 5 Bankin Canada is looking to hire a Product Investment Writerto their Global Asset Management product team for an initial 6month contract. This role is currently primarily remote, with periodic in office requirementsin Toronto. Work on content writingand editing for audiences focussed on a variety of products including but not...

  • Financial Controller

    4 weeks ago

    Markham, Ontario, York region, Canada Randstad Canada Full time

    Are you a dynamic, hands-on, CPA-designated Financial Controller who is exploring new opportunities and keen on the pharmaceutical/healthcare industries? Are you a proven leader who has exceptional technical accounting knowledge and is also a forward-thinking financial visionary?If the above describes you well, this may be an excellent Financial Controller...

  • Student Success Advisor

    4 weeks ago

    Ontario, Canada Conestoga College Full time

    **Requisition Details**: - **Job Title**:Student Success Advisor (2 Vacancies)**: - **Requisition #**:23-1110**: - **Campus**: Various - **Department**: Student Success & Retention - **Payband**: H - **Starting Rate**: $35.06 - **Payband Range**: $35.06 - $40.71 - **Hours/Week**: 35 - **Posting Date**: Friday, February 23, 2024 - **Closing Date**: Sunday,...

  • Director of Financial Planning and Analysis

    2 weeks ago

    Toronto, Ontario, Ontario, Canada Robert Half Full time

    Robert Half is partnered with our client in their search for a Director of Financial Planning & Analysis. We are seeking a seasoned finance professional to join their team. This role will be responsible for leading the financial planning and analysis function, providing critical insights and strategic guidance to senior management, and driving financial...

  • Bilingual Training Manager

    1 month ago

    Ontario, Canada Canada Life Assurance Company Full time

    Bilingual Training Manager (English/Mandarin) **Description: - Permanent Full Time- We are looking for a Bilingual English + Mandarin remote Training Manager to play an integral role within our Distribution, Learning and Development Team.**What you will do** - Deliver virtual training on Canada Life tools and planning, market development, product knowledge,...

  • Accounting Manager

    3 weeks ago

    Ontario, Canada Vosyn Full time

    Overview: We're looking for someone with a knack for finance and a proactive attitude to join our finance team. Ideal candidates are deep into their graduate studies in finance or accounting or come with over three years of experience, especially in invoicing and software implementation. In this role, you’ll be key to improving our financial...

  • Underwriter / Risk Support

    3 weeks ago

    Ontario, Canada Empire Life Full time

    Location: Remote - Ontario Empire life is looking to hire a Bilingual Group Underwriter III to join our Group Operations team! The Group Underwriter Level III ensures company profitability by reviewing and assessing complex requests to quote (Fully insured, ASO, Modular Flex, and Association Plans), ASO surplus requests, Amendments, and Renewals while...

  • Executive Assistant/ Project Management

    1 week ago

    Ontario, Canada Mayk Ideas Full time

    Mayk Ideas is a marketing and growth advisory consultancy, providing firm, brand and talent strategies and execution capabilities that impact revenue, brand visibility and equity, talent perception, M&A and succession. We serve challenger brands and industries ranging from financial and professional services, technology, and impact sectors. The Executive...

  • Employment Advisor

    1 month ago

    Northwestern Ontario, Canada Anishinabek Employment & Training Services Full time

    Under the direction of the Executive Director and Supervised by the Community Coordinator, the incumbent will provide operational support as well as be assigned specific project responsibility related to the organizations’ vision, mission, values and strategic plan that will serve the First Nation Citizens of the AETS nine member communities as well as...

  • Employment Advisor

    4 weeks ago

    Northwestern Ontario, Canada Anishinabek Employment & Training Services Full time

    Under the direction of the Executive Director and Supervised by the Community Coordinator, the incumbent will provide operational support as well as be assigned specific project responsibility related to the organizations’ vision, mission, values and strategic plan that will serve the First Nation Citizens of the AETS nine member communities as well as...

  • Employment Advisor

    4 weeks ago

    Northwestern Ontario, Canada Anishinabek Employment & Training Services Full time

    Under the direction of the Executive Director and Supervised by the Community Coordinator, the incumbent will provide operational support as well as be assigned specific project responsibility related to the organizations’ vision, mission, values and strategic plan that will serve the First Nation Citizens of the AETS nine member communities as well as...

  • Finance Manager

    2 weeks ago

    Toronto, Ontario, Ontario, Canada YER USA Full time

    Finance Manager Reynaers Aluminium North America ( Canada or US preferably in Toronto)About Reynaers AluminiumReynaers Aluminium, a leading specialist in innovative and sustainable architectural applications in aluminum and steel, operates in over 70 countries worldwide. Our dedication to innovation, entrepreneurship, and collaboration is reflected in our...

  • Group Underwriter III

    4 hours ago

    Ontario, Canada Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.Bilingual Group Underwriter IIILocation: Remote - Anywhere in CanadaEmpire life is looking to hire a Bilingual Group Underwriter III to join our Group Operations...

  • Senior Manager, Assurance and Accounting

    5 days ago

    Northwestern Ontario, Canada MNP LLP Full time

    You will need to login before you can apply for a job.Senior Manager, Assurance and Accounting Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact with our Assurance & Accounting team as a Senior Manager. This...