Financial Client Services Specialist
3 weeks ago
Financial Service Specialist page is loaded Financial Service Specialist
Apply locations Vaughan, ON time type Full time posted on Posted Yesterday job requisition id 2410773 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 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 them 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.
To successfully perform the work, you’ll be on-site full-time.
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 plan 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.
You find meaning in relationships and surround yourself with a diverse network of partners. You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You have current accreditation and good standing for IIROC licensing requirements; 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 have current accreditation and good standing for IIROC licensing requirements; You have, or are willing to obtain before your start date, 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 compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented Similar Jobs (1)
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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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