Senior Financial Advisor

3 weeks ago

Stouffville ON, Canada Canadian Imperial Bank of Commerce Full time

Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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

Expected End Date

2024-06-07

Job Location

5827 Main St. Unit #1

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, 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

  • Senior Financial Service Advisor

    3 weeks ago

    Stouffville, ON, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a relationship-oriented bank for the modern world. As a member of the...

  • Senior Financial Advisor

    3 weeks ago

    Whitchurch-Stouffville, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a ...

  • Senior Financial Advisor

    3 weeks ago

    Whitchurch-Stouffville, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a ...

  • Senior Financial Advisor

    3 weeks ago

    Whitchurch-Stouffville, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a ...

  • Senior Financial Service Advisor

    6 days ago

    Toronto, ON, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. As a member of the Imperial Service 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 / Senior Financial Services Specialist in the...

  • Senior Financial Service Advisor

    3 weeks ago

    Toronto, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist (IIROC) page is loaded Snr. Financial Services Specialist (IIROC) Apply locations Toronto, ON time type Full time posted on Posted 2 Days Ago job requisition id 2301784 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll manage and grow a...

  • Senior Financial Advisor

    6 days ago

    Toronto, ON, Canada CIBC Full time

    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...

  • Senior Financial Data Analyst

    3 weeks ago

    Toronto, ON, Canada Brim Financial Full time

    Job Title: Senior Financial Data Analyst Position DescriptionBrim is experiencing exponential growth. The candidate will have the opportunity to drive in-depth data analysis for internal and external customers. As Brim grows in the US market and expands globally, S/he will also support various initiatives to scale the finance function through data queries /...

  • Senior Financial Data Analyst

    3 weeks ago

    Toronto, ON, Canada Brim Financial Full time

    Job Title: Senior Financial Data Analyst Position DescriptionBrim is experiencing exponential growth. The candidate will have the opportunity to drive in-depth data analysis for internal and external customers. As Brim grows in the US market and expands globally, S/he will also support various initiatives to scale the finance function through data queries /...

  • Senior Financial Data Analyst

    4 weeks ago

    Toronto, ON, Canada Brim Financial Full time

    Job Title: Senior Financial Data Analyst Position Description Brim is experiencing exponential growth. The candidate will have the opportunity to drive in-depth data analysis for internal and external customers. As Brim grows in the US market and expands globally, S/he will also support various initiatives to scale the finance function through data...

  • Financial Advisor

    2 weeks ago

    Ottawa, ON, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake,...

  • Senior Financial Advisor, External Financial Reporting And Accounting

    6 days ago

    Toronto, ON, Canada Hydro One Networks Inc Full time

    Senior Financial Advisor, External Financial Reporting and Accounting 49104 -  Toronto -  Temporary - 12 months  Hydro One is proud to be the largest electricity transmission and distribution provider in Ontario, serving nearly 1.4  million  customers. We have a long history in the industry with our roots dating back over 110 years to 1906. Since...

  • Senior Financial Analyst

    6 days ago

    Waterloo, ON, Canada Sun Life Financial Full time

    Senior Financial Analyst, Individual Expense Management page is loaded Senior Financial Analyst, Individual Expense Management Apply locations Waterloo, Ontario time type Full time posted on Posted 4 Days Ago job requisition id JR00096581 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in...

  • Financial Consultant Investments

    3 weeks ago

    Toronto, ON, Canada Sun Life Financial Full time

    Apply locations Toronto, Ontario time type Full time posted on Posted 22 Days Ago job requisition id JR00034536 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...

  • Financial Advisor/Financial Services Specialist

    3 weeks ago

    Toronto, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/Financial Services Specialist (MFDA) page is loaded Financial Advisor/Financial Services Specialist (MFDA) Apply locations Scarborough, ON time type Full time posted on Posted 2 Days Ago job requisition id 2301818 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are...

  • Senior Accountant

    3 weeks ago

    Markham, ON, Canada Manrkē Full time

    At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and more, our clients are high performers requiring tailored solutions for financial success. ...

  • Senior Analyst, Commercial Financing

    2 weeks ago

    Toronto, ON, Canada First National Financial LP Full time

    We are hiring a Senior Analyst in the Commercial Financing department! The Senior Analyst contributes to the production and development of the commercial mortgage portfolio by analyzing financial and supporting documents on incoming applications and ensuring information is consistent with internal, insurer and investor policies. The role is specific to...

  • Chief Financial Officer

    6 days ago

    Brampton, ON, Canada Dearest Home Senior Care Full time

    Our company is constantly finding ways to add more members to our team. Would you like to apply for the following open positions? For the Staff team: Caregivers Roles and Responsibilities: Caregivers provide a variety of non-medical professional home care services that allow seniors to remain safely in their dearest homes. These services generally fall...

  • Senior Accountant

    4 weeks ago

    Markham, ON, Canada Manrkē Full time

    Are you passionate about success? We’re scaling rapidly and we need best-in-class talent. At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and...

  • Accounting Advisor

    2 weeks ago

    Toronto, ON, Canada Ministry Full time

    A rewarding opportunity awaits you as an accounting advisor. You will work with the Provincial Auditor's office, the Provincial Comptroller's office and the federal government to carry out financial reporting and auditing requirements. You will be responsible to provide leadership and expertise in the development and delivery of financial...