Financial Services Specialist/Financial Advisor- IIROC

Found in: Jooble CA O C2 - 1 week ago

Ontario, Canada Canadian Imperial Bank of Commerce Full time

Financial Services Specialist/Financial Advisor page is loaded Financial Services Specialist/Financial Advisor Apply locations Toronto-Wilson and Keele time type Full time posted on Posted 3 Days Ago job requisition id 2401109

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 Services Specialist/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. 

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. 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.

Who you are

  • 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 (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). You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).

  • 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.

  • 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 aspire to give you a career, rather than just a paycheck.

  • 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.

  • 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.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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 .

Job Location

Toronto-Wilson and Keele

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Business Development, Client Relationship Management, Community Connections, Financial Advising, Financial Products, Goal Planning, Investments, Lending, Personal Investments, Portfolio Management, Residential Mortgages, Results-Oriented, Retirement Planning Services, Wealth Management

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 Services Specialist/Financial Advisor- IIROC

    Found in: Jooble CA O C2 - 5 days ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC Apply locations Barrie, ON Orillia, ON time type Full time posted on Posted 3 Days Ago job requisition id 2407784 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who...

  • Snr. Financial Advisor IIROC/Snr. Financial Services Specialist

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Snr. Financial Advisor IIROC/Snr. Financial Services Specialist page is loaded Snr. Financial Advisor IIROC/Snr. Financial Services Specialist Apply locations Vaughan, ON Richmond Hill, ON time type Full time posted on Posted 30+ Days Ago job requisition id 2313990 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Sr. Financial Advisor/Sr Financial Services Specialist

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor/Sr Financial Services Specialist - IIROC page is loaded Sr. Financial Advisor/Sr Financial Services Specialist - IIROC Apply locations Orillia, ON time type Full time posted on Posted Yesterday job requisition id 2401288 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals...

  • Sr. Financial Advisor/Sr Financial Services Specialist

    7 days ago

    Central Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor/Sr Financial Services Specialist - IIROC page is loaded Sr. Financial Advisor/Sr Financial Services Specialist - IIROC Apply locations Orillia, ON time type Full time posted on Posted Yesterday job requisition id 2401288 We’re building a ...

  • Sr. Financial Advisor/Sr Financial Services Specialist

    2 weeks ago

    Central Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor/Sr Financial Services Specialist - IIROC page is loaded Sr. Financial Advisor/Sr Financial Services Specialist - IIROC Apply locations Orillia, ON time type Full time posted on Posted Yesterday job requisition id 2401288 We’re building a ...

  • Sr. Financial Advisor/Sr Financial Services Specialist

    1 week ago

    Central Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor/Sr Financial Services Specialist - IIROC page is loaded Sr. Financial Advisor/Sr Financial Services Specialist - IIROC Apply locations Orillia, ON time type Full time posted on Posted Yesterday job requisition id 2401288 We’re building a ...

  • Financial Advisor

    Found in: Jooble CA O C2 - 7 days ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC page is loaded Financial Advisor - IIROC Apply locations Canmore, AB time type Full time posted on Posted Yesterday job requisition id 2409587 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...

  • Financial Advisor

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Winnipeg, MB time type Full time posted on Posted 2 Days Ago job requisition id 2408319 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. ...

  • Financial Advisor- IIROC

    Found in: Jooble CA O C2 - 5 days ago

    Ontario, 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...

  • Financial Services Advisor Licensed

    Found in: Jooble CA O C2 - 5 days ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC Apply locations Barrie, ON Orillia, ON time type Full time posted on Posted 3 Days Ago job requisition id 2407784 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking...

  • Sr. Financial Advisor

    Found in: Jooble CA O C2 - 7 days ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - IIROC page is loaded Sr. Financial Advisor - IIROC Apply locations Okotoks, AB time type Full time posted on Posted Yesterday job requisition id 2409602 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 Advisor

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA / IIROC page is loaded Financial Advisor - MFDA / IIROC Apply locations Surrey-Scott Rd & 73Rd Ave. Surrey, BC time type Full time posted on Posted 30+ Days Ago job requisition id 2314463 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing...

  • Financial Advisor

    Found in: Jooble CA O C2 - 14 hours ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (CSC required) page is loaded Financial Advisor - IIROC (CSC required) Apply locations Calgary, AB Chestermere, AB Airdrie, AB Okotoks, AB time type Full time posted on Posted 30+ Days Ago job requisition id 2320724 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who...

  • Financial Advisor

    Found in: Jooble CA O C2 - 2 days ago

    Ontario, 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 Toronto, ON time type Full time posted on Posted 3 Days Ago job requisition id 2409945 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are...

  • Associate Financial Advisor

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada Buss Financial Full time

    Buss Financial Group Inc. is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm in London, Ontario. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in a culture that embraces work life balance then this may be the...

  • Financial Advisor

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, 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...

  • Financial Consultant Investments

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada Sun Life Financial Full time

    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 to new heights. Discover how you can make a difference in the lives of individuals, families and communities around the world. What’s holding you back from building your own...

  • Quality Specialist

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a large financial institution, is looking for a Quality Specialist for a 6-month contract located in Toronto. This is an excellent opportunity for a Quality Specialist with a financial services background. Please note this position is currently a hybrid work arrangement requiring 3 days in office. As a Quality Specialist your duties will...

  • Financial Consultant Investments

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada Sun Life Financial Full time

    Apply locations Thunder Bay, Ontario time type Full time posted on Posted 18 Days Ago job requisition id JR00034423 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...

  • Financial Services Representative- Full Time

    Found in: Jooble CA O C2 - 5 days ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    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...