Associate Financial Adviser

Found in: Jooble CA O C2 - 5 days ago

Victoria BC, Canada Canadian Imperial Bank of Commerce Full time

Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2403699 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. 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 full-time .
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 inMutual 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). 
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 have obtained the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI). 
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 .
Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Financial Services, Goal Planning, Outbound Calls, Problem Solving, Regulatory Requirements, Results-Oriented Similar Jobs (1)
Financial Services Associate
locations Victoria, BC time type Full time posted on Posted 30+ 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. #

  • Associate Financial Advisor

    Found in: Jooble CA O C2 - 5 days ago

    Victoria, BC, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2403699 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,...

  • Financial Services Associate

    Found in: Jooble CA O C2 - 7 days ago

    Victoria, BC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Associate page is loaded Financial Services Associate Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2407014 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,...

  • Associate Financial Advisor

    5 days ago

    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2403699 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Associate Financial Advisor

    2 weeks ago

    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2403699 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Associate Financial Advisor

    4 days ago

    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2403699 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Associate Financial Advisor

    5 days ago

    Victoria, 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 are...

  • Financial Representative

    1 day ago

    Victoria, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...

  • Financial Representative

    2 weeks ago

    Victoria, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...

  • Financial Services Associate

    6 days ago

    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Associate page is loaded Financial Services Associate Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2407014 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Services Associate

    6 days ago

    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Associate page is loaded Financial Services Associate Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2407014 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Services Associate

    6 days ago

    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Associate page is loaded Financial Services Associate Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2407014 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Administrative Associate

    7 days ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Are you highly organized and detail oriented? **Administrative Associate** Reporting to the Team Lead, our Administrative Associates are an integral part of the Dedicated Services department that support our multiple business units across Canada. **Here is what a typical day looks like** - Greet all...

  • Financial Services Associate

    4 days ago

    Victoria, 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 are...

  • Financial Client Services Specialist

    Found in: Jooble CA O C2 - 7 days ago

    Victoria, BC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Associate page is loaded Financial Services Associate Apply locations Victoria, BC time type Full time posted on Posted 2 Days Ago job requisition id 2407014 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high...

  • Associate Mortgage Underwriter

    Found in: Jooble CA O C2 - 7 days ago

    Vancouver, BC, Canada First National Financial LP Full time

    Posted Friday, March 1, 2024 at 5:00 AM | Expires Saturday, April 6, 2024 at 3:59 AM We are hiring an Associate Mortgage Underwriter, Third Party Residential Underwriting! Reporting to the Manager, Third Party Residential Underwriting, the Associate Mortgage Underwriter supports the underwriting and credit decision process by reviewing all required...

  • Financial Services Associate

    Found in: Jooble CA O C2 - 1 week ago

    Duncan, BC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Associate page is loaded Financial Services Associate Apply locations Duncan, BC time type Full time posted on Posted 2 Days Ago job requisition id 2408978 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,...

  • Financial Services Associate

    Found in: Jooble CA O C2 - 2 weeks ago

    Coquitlam, BC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Associate page is loaded Financial Services Associate Apply locations Coquitlam, BC time type Full time posted on Posted 2 Days Ago job requisition id 2408977 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...

  • Underwriter I

    5 days ago

    Victoria, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employer, Join Us** Do you foster positive, professional relationships with partners while achieving company growth and profitability objectives? Do you exhibit a high level of technical expertise, while exercising sound judgment, and delivering consistent results? **Underwriter** In this role you will support Western's...

  • associate legal counsel

    Found in: Talent CA 2 C2 - 3 days ago

    Victoria, Canada Island Health Full time

    Education: Bachelor's degreeExperience: 5 years or moreLaw (LLB, JD, BCL)TasksAdvise clients of their legal rights and all matters related to lawPerform administrative functions related to the practice of lawPerform management functions related to the practice of lawDraw up legal documents and prepare statements of legal opinionOffer mediation, conciliation...

  • Administrative Associate

    6 days ago

    Victoria, Canada HUB International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...