Senior Financial Service Advisor

1 month ago

Peterborough ON, Canada Canadian Imperial Bank of Commerce Full time

Senior Financial Advisor / Senior Financial Services Specialist - MFDA/AMF page is loaded Senior Financial Advisor / Senior Financial Services Specialist - MFDA/AMF
Apply locations Peterborough, ON time type Full time posted on Posted Yesterday job requisition id 2411296 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 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, 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. 

To successfully perform the work, you’ll be on-site full-time.

 
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 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 know that relationships and networks are essential to success. 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, 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 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 .
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 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. #

  • Senior Financial Advisor

    1 month ago

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

    Senior Financial Advisor / Senior Financial Services Specialist - MFDA page is loaded Senior Financial Advisor / Senior Financial Services Specialist - MFDA Apply locations Peterborough, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411585 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Senior Financial Advisor

    1 month ago

    Peterborough, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist - MFDA page is loaded Senior Financial Advisor / Senior Financial Services Specialist - MFDA Apply locations Peterborough, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411585 We’re building a ...

  • Senior Financial Advisor

    1 month ago

    Peterborough, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist - MFDA page is loaded Senior Financial Advisor / Senior Financial Services Specialist - MFDA Apply locations Peterborough, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411585 We’re building a ...

  • Senior Financial Advisor

    1 month ago

    Peterborough, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist - MFDA page is loaded Senior Financial Advisor / Senior Financial Services Specialist - MFDA Apply locations Peterborough, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411585 We’re building a ...

  • Senior Financial Advisor

    1 week ago

    Peterborough, Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor / Senior Financial Services Specialist - MFDA page is loaded Senior Financial Advisor / Senior Financial Services Specialist - MFDA Apply locations Peterborough, ON time type Full time posted on Posted 2 Days Ago job requisition id 2411585 We’re building a ...

  • Senior Financial Advisor

    1 month ago

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

    Senior Financial Advisor / Senior Financial Services Specialist - MFDA/AMF page is loaded Senior Financial Advisor / Senior Financial Services Specialist - MFDA/AMF Apply locations Peterborough, ON time type Full time posted on Posted Yesterday job requisition id 2411296 We’re building a relationship-oriented bank for the modern world. We need...

  • Senior Financial Service Advisor

    1 month ago

    Peterborough, 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 Advisor

    1 month ago

    Peterborough, 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...

  • Accounts Payable Advisor

    2 weeks ago

    Peterborough, Canada Trent University Full time

    **Job Purpose**: The Accounts Payable Advisor is responsible for the timely and accurate processing of day-to-day payment cycle activities and requires knowledge and understanding of Trent University’s policies and procedures. The Accounts Payable Advisor provides the highest level of customer service, developing and maintaining positive and supportive...

  • Senior Financial Advisor

    4 days ago

    Peterborough, Ontario, 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 and...

  • Senior Financial Advisor

    1 month ago

    Peterborough, 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...

  • Senior Financial Advisor

    1 month ago

    Peterborough, 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...

  • Senior Financial Advisor

    1 month ago

    Peterborough, 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...

  • Senior Financial Advisor

    1 week ago

    Peterborough, 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...

  • Accounts Payable Advisor

    2 weeks ago

    Peterborough, Canada Trent University Full time

    **Job Purpose**: To ensure that all day-to-day payment cycle activities are accurately supported in a timely and effective manner, while following department policy and procedures. Upholding the highest level of customer service and effectively communicating with both internal and external customers, the Accounts Payable Advisor supports all activities in...

  • Financial Advisor

    2 months ago

    Peterborough, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    2 days ago

    Peterborough, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Aid Advisor

    1 week ago

    Peterborough, Canada Fleming College Full time

    Fleming is located in the heart of the Kawartha Lakes Region in Central Ontario, Traditional Mississauga Anishinaabe Territory and covered by the Williams Treaties,1923... a beautiful place to live and work, surrounded by natural beauty and a mere 90 minutes north-east of Toronto. The College’s 6,800 full-time and 10,000 part-time students, including...

  • Senior Financial Service Advisor

    2 months 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...

  • Associate Financial Advisor

    6 days ago

    Peterborough, Canada The Co-operators Full time

    **Full time in office employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, plus commisssions, paid vacation, personal and volunteer days, plus paid medical and dental benefits.** **A great role with room to grow and develop knowledge and skill.** Our Distribution team aspires to be the leader in client engagement among...