Associate Financial Adviser

Found in: Jooble CA O C2 - 2 weeks ago

Ottawa ON, Canada Canadian Imperial Bank of Commerce Full time

Apply locations Ottawa, ON time type Full time posted on Posted Yesterday job requisition id 2408690 We’re building a relationship-oriented bank for the modern world. Preference will be given to FSRs and SFSRs applying from this location and from other locations within the Community.
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll have a meaningful difference on the lives of our clients. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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.
Client Engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.

Relationship Building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business Development – Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share
Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Your critical thinking skills help to inform your decision making.
You find meaning in relationships and surround yourself with a diverse network of partners. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice)
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
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, Customer Engagement, Customer Experience (CX), Financial Goals, Goal Planning, Lending, Retail Banking Similar Jobs (4)
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locations Ottawa, ON time type Full time posted on Posted 12 Days Ago 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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