Senior Financial Advisor

Found in: Jooble CA O C2 - 2 weeks ago

Régina SK, Canada CIBC Full time

Senior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 30+ Days Ago job requisition id 2400964

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

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their 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. 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. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time

How you'll succeed

  • Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.

  • Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create 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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

  • You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.

  • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

  • You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.

  • You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.

  • 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), Personal Financial Planner (PFP) within 24 months of hire.

  • 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), Personal Financial Planner (PFP) within 24 months of hire. 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 benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

*Subject to plan and program terms and conditions

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

Regina-11th & Hamilton St

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented Similar Jobs (1) Financial Advisor - MFDA/AMF (Urban) locations Regina, SK time type Full time posted on Posted Yesterday

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

  • Senior Financial Advisor

    Found in: Jooble CA O C2 - 1 week ago

    Régina, SK, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 3 Days Ago job requisition id 2400964 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...

  • Financial Associate Wealth Advisor

    Found in: Jooble CA O C2 - 2 weeks ago

    Régina, SK, Canada Aviso Wealth Inc Full time

    Affinity Financial Strategies/GP Financial Services Licensed Sales Assistant or Associate Wealth Advisor Affinity Financial Strategies (“AFS”), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning,...

  • Financial Associate Wealth Advisor

    Found in: Jooble CA O C2 - 2 weeks ago

    Régina, SK, Canada Aviso Wealth Inc Full time

    Affinity Financial Strategies/GP Financial Services Licensed Sales Assistant or Associate Wealth Advisor Affinity Financial Strategies (“AFS”), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. AFS is a wealth management provider offering financial planning,...

  • Financial Advisor

    Found in: Jooble CA O C2 - 2 weeks ago

    Régina, SK, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 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...

  • Senior Project Manager

    Found in: Jooble CA O C2 - 2 days ago

    Régina, SK, Canada Government Of Saskatchewan Full time

    Job Description - Senior Project Manager (RES007220) Senior Project Manager - RES007220 Employment Type : Permanent Full-time 013 Saskbuilds and Procurement Salary Range : $41.The Ministry of SaskBuilds and Procurement (SBP) provides central coordination and delivery of property management, information technology, procurement, project management,...

  • Financial Services Representative- Full Time

    Found in: Jooble CA O C2 - 2 weeks ago

    Régina, SK, Canada Canadian Imperial Bank of Commerce Full time

    Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id 2322027 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...

  • Financial Services Audit Senior

    Found in: Jooble CA O C2 - 1 week ago

    Régina, SK, Canada Cpask Full time

    The Municipal Infrastructure and Finance Branch of the Ministry of Government Relations has an exciting and challenging opportunity for a self-directed and reliable accounting professional to collaborate and provide expertise in the provision of financial auditing and financial reporting services for various Federal and Federal-Provincial infrastructure...

  • Associate Financial Advisor

    Found in: Jooble CA O C2 - 1 week ago

    Melville, SK, Canada NYL - Melville Office Full time

    Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills...

  • Investment advisor

    Found in: Jooble CA O C2 - 1 week ago

    Régina, SK, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Financial Consultant

    Found in: Jooble CA O C2 - 3 days ago

    Régina, SK, Canada Government Of Saskatchewan Full time

    Job Description - Financial Consultant (FIN005775) Employment Type : Permanent Full-time Location(s) Ministry Ministry : 036 Social Services Salary Range : $7049 - $9165 Monthly Grade : MCP.07. The Ministry of Social Services is committed to investing in positive outcomes for people in areas of income support, child and family services, supports...

  • Financial Consultant

    Found in: Jooble CA O C2 - 3 days ago

    Régina, SK, Canada Cpask Full time

    The Ministry of Social Services is committed to investing in positive outcomes for people in areas of income support, child and family services, supports for persons with disabilities and affordable housing. The ministry works with citizens as they build better lives for themselves through economic independence, strong families and strong community...

  • Senior Manager

    Found in: Jooble CA O C2 - 7 days ago

    Régina, SK, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - Regina or Saskatoon, SK page is loaded Senior Manager & Team Lead, Business Banking - Regina or Saskatoon, SK Apply locations Regina, SK Saskatoon-201 21 St, 7th FL time type Full time posted on Posted 2 Days Ago job requisition id 2405472 We’re building a relationship-oriented bank for the modern world....

  • Financial Officer

    Found in: Jooble CA O C2 - 2 weeks ago

    Régina, SK, Canada Diocese of Nelson Appeals Full time

    Reporting to the Director of Pastoral Services, and working collaboratively with the Archbishop and Archdiocesan Administration, the Financial Officer is responsible for oversight of all financial operations of the Archdiocese and provides strategic financial guidance and effective advisory support to the Leadership Team of the Archdiocese of Regina. The...

  • Investment Advisor

    Found in: Jooble CA O C2 - 1 week ago

    Régina, SK, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

  • Senior Project Contracts Advisor

    Found in: Jooble CA O C2 - 5 days ago

    Lanigan, SK, Canada Brunel Full time

    Position: Senior Advisor – Capital Procurement Location: Lanigan, Saskatchewan Contract/Permanent : Contract We are currently looking for a Senior Advisor to join our client’s capital procurement team within the Potash business unit. Senior Advisor will primarily focus on providing strategic guidance and leadership in the procurement of capital...

  • Quick Lane Service Advisor

    Found in: Jooble CA O C2 - 1 week ago

    Régina, SK, Canada Capital Automotive Group Full time

    Quick Lane Service Advisor - Capital Ford Lincoln page is loaded Quick Lane Service Advisor - Capital Ford Lincoln Apply locations Regina, SK time type Full time posted on Posted 6 Days Ago job requisition id R1505 Company: Capital Ford Lincoln Inc. Capital Ford Lincoln Regina has a permanent full-time position open for a Quick Lane Advisor! The Quick...

  • Financial Analyst

    Found in: Jooble CA O C2 - 1 week ago

    Régina, SK, Canada Cpask Full time

    Are you a CPA with the confidence to handle any challenge that comes your way? This is the job for you! Join our team of CPAs and help shape the future of the company. We are looking for a Financial Analyst to join our Finance team, located at our Corporate Head Office in Regina. In this role, you will be responsible for reviewing and analyzing...

  • Senior Northern Advisor

    Found in: Jooble CA O C2 - 2 days ago

    La Ronge, SK, Canada Ministry Full time

    Job summary Senior Northern Advisor - Permanent Full-time Provides research, analyses, advice, and logistical support for sustainable improvements for northern communities Located in La Ronge, Saskatchewan Job seniority: mid-to-senior level Responsibilities • Analyze socio-economic and demographic issues in northern Saskatchewan and recommend...

  • Personal Financial Planner

    Found in: Jooble CA O C2 - 3 days ago

    Régina, SK, Canada Cpask Full time

    The Ministry of Social Services is committed to investing in positive outcomes for people in areas of income support, child and family services, supports for persons with disabilities and affordable housing. The ministry works with citizens as they build better lives for themselves through economic independence, strong families and strong community...

  • Chief Financial Officer

    Found in: Jooble CA O C2 - 1 week ago

    Régina, SK, Canada The Chartered Professional Accountants Of Manitoba Full time

    Ducks Unlimited Canada is our country’s largest nature conservancy and recently celebrated 85 years of excellence in wetland conservation. Since our humble beginnings, our work has come to be recognized worldwide for the significant value it provides not just to species and biodiversity but also to people and communities where wetlands serve as...