Financial Advisor

3 weeks ago

Kirkland QC, Canada Canadian Imperial Bank of Commerce Full time

Financial Advisor - Kirkland page is loaded Financial Advisor - Kirkland Apply locations Kirkland, QC time type Full time posted on Posted Yesterday job requisition id 2402437

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 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 clients 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. 

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.

It is an asset to be fluent in Mandarin or Cantonese for this role.

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

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

  • You’re a certified professional (MFDA). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.

  • 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).

  • 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

2024-02-26

Job Location

Kirkland-Saint-Charles & Hymus

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, Community Connections, Customer Experience (CX), 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

  • Financial security advisor

    3 weeks ago

    Gatineau, QC, Canada Desjardins Group Full time

    Financial security advisor page is loaded Financial security advisor Apply remote type The work arrangement for the position is full-time telework locations Québec Amqui Gatineau L'île-Perrot Vaudreuil-Dorion time type Full time posted on Posted Yesterday job requisition id R2404147 What we offer* ~ 4 weeks of flexible vacation starting in the first...

  • Financial Consultant Investments

    3 weeks ago

    Brossard, QC, Canada Sun Life Financial Full time

    Apply locations Brossard, Quebec time type Full time posted on Posted 18 Days Ago job requisition id JR00034449 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 Consultant Investments

    3 weeks ago

    Sherbrooke, QC, Canada Sun Life Financial Full time

    Apply locations Sherbrooke, Quebec time type Full time posted on Posted 18 Days Ago job requisition id JR00034456 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 Consultant Investments

    3 weeks ago

    Québec, QC, Canada Sun Life Financial Full time

    Apply locations Quebec, Quebec time type Full time posted on Posted 17 Days Ago job requisition id JR00034454 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 soar...

  • Financial Consultant Investments

    3 weeks ago

    Gatineau, QC, Canada Sun Life Financial Full time

    Apply locations Gatineau, Quebec time type Full time posted on Posted 18 Days Ago job requisition id JR00034448 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 Consultant Investments

    3 weeks ago

    Terrebonne, QC, Canada Sun Life Financial Full time

    Apply locations Terrebonne, Quebec time type Full time posted on Posted 18 Days Ago job requisition id JR00034461 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 Consultant Investments

    3 weeks ago

    Rimouski, QC, Canada Sun Life Financial Full time

    Apply locations Rimouski, Quebec time type Full time posted on Posted 17 Days Ago job requisition id JR00034455 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

    3 weeks ago

    Beloeil, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Beloeil page is loaded Financial Advisor - Beloeil Apply locations Beloeil, QC time type Full time posted on Posted 5 Days Ago job requisition id 2403363 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...

  • Virtual Advisor

    4 weeks ago

    Montréal, QC, Canada Fairstone Financial Inc. Full time

    Senior Advisor, Internal Communications page is loaded Senior Advisor, Internal Communications Apply locations Montreal, Quebec time type Full time posted on Posted 2 Days Ago job requisition id R21190 Are you passionate about communications and their influence on people? Join the Fairstone Corporate Communications team based in Montreal. Reporting to...

  • Financial Advisor

    3 weeks ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Lasalle page is loaded Financial Advisor - Lasalle Apply locations LaSalle, QC time type Full time posted on Posted Yesterday job requisition id 2407127 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...

  • Associate Financial Advisor

    3 weeks ago

    Mascouche, QC, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Mascouche, QC time type Full time posted on Posted 2 Days Ago job requisition id 2409778 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,...

  • In Branch Recruitment Hiring Day Financial Roles

    4 weeks ago

    Kirkland, Canada Scotiabank Full time

    Requisition ID: 168462 Join the Global Community of Scotiabankers to help customers become better off. Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development -...

  • Associate Financial Advisor

    2 weeks ago

    Saint-Jérôme, QC, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations St-Jérôme, QC time type Full time posted on Posted 9 Days Ago job requisition id 2409776 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...

  • Senior Advisor, Internal Communications

    4 weeks ago

    Montréal, QC, Canada Fairstone Financial Inc. Full time

    Senior Advisor, Internal Communications page is loaded Senior Advisor, Internal Communications Apply locations Montreal, Quebec time type Full time posted on Posted 2 Days Ago job requisition id R21190 Are you passionate about communications and their influence on people? Are you motivated by a fast-paced environment that offers continuous collaboration...

  • Financial Advisor

    3 weeks ago

    Val-d'Or, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Val-d'Or page is loaded Financial Advisor - Val-d'Or Apply locations Val-d'Or, QC time type Full time posted on Posted Yesterday job requisition id 2402125 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. ...

  • Associate Financial Advisor

    3 weeks ago

    Ormstown, QC, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor - Ormstown, QC page is loaded Associate Financial Advisor - Ormstown, QC Apply locations Ormstown, QC time type Full time posted on Posted 2 Days Ago job requisition id 2400563 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s...

  • Senior Financial Advisor

    2 weeks ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce 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 are...

  • Creative Specialist

    3 weeks ago

    Québec, QC, Canada Sun Life Financial Full time

    Estate and Financial Planning Specialist page is loaded Estate and Financial Planning Specialist Apply locations Quebec Telecommuters time type Full time posted on Posted 6 Days Ago job requisition id JR00094170 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are...

  • Associate Investment Advisor

    2 weeks ago

    Montréal, QC, Canada Scotiabank Full time

    Join the Global Community of Scotiabankers to help customers become financially better off. Scotiabank is a premier financial institution and Canada’s most international bank recognized as a Best Workplace, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, Chile and Latin America by the Great Place to Work...

  • Advisor

    3 weeks ago

    Chateauguay, QC, H8S, Montréal, Canada Financière Sun Life Full time

    Great opportunity to represent Canada's most trusted financial services company. Offer financial services, advice and products to clients. Unparalleled training and coaching. Sun Life Financial advisors offer individual and group health insurance, life insurance and investment products. They do rewarding work by helping their clients enjoy good financial...