Senior Financial Service Advisor

1 month ago

Hagersville ON, Canada Canadian Imperial Bank of Commerce Full time

Financial Advisor/Financial Services Specialist (MFDA/AMF) page is loaded Financial Advisor/Financial Services Specialist (MFDA/AMF)
Apply locations Hagersville, ON time type Full time posted on Posted 8 Days Ago job requisition id 2408316 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 Services Specialist , 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.
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 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.
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 in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
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).
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).
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 .
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

    4 weeks ago

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

    Senior Financial Advisor / Senior Financial Services Specialist (IIROC) page is loaded Senior Financial Advisor / Senior Financial Services Specialist (IIROC) Apply locations Stouffville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407852 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Senior Financial Service Advisor

    1 week ago

    Toronto, 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 Service Advisor

    4 weeks 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...

  • Senior Financial Advisor

    1 week ago

    Toronto, 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...

  • Financial Advisor/Financial Services Specialist

    4 weeks ago

    Toronto, ON, 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 Scarborough, ON time type Full time posted on Posted 2 Days Ago job requisition id 2301818 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are...

  • Sr. Financial Advisor/ Sr. Financial Services Specialist

    4 weeks ago

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

    Sr. Financial Advisor/ Sr. Financial Services Specialist page is loaded Sr. Financial Advisor/ Sr. Financial Services Specialist Apply locations Hamilton, ON Stoney Creek, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407169 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Services Specialist/Financial Advisor- IIROC

    2 weeks ago

    Barrie, ON, 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/Snr. Financial Services Specialist

    4 weeks ago

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

    Snr. Financial Advisor/Snr. Financial Services Specialist (IIROC) page is loaded Snr. Financial Advisor/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. We need talented, passionate...

  • Financial Services Advisor Licensed

    4 weeks ago

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

    Financial Services Specialist/Financial Advisor - IIROC (Urban) page is loaded Financial Services Specialist/Financial Advisor - IIROC (Urban) Apply locations Hamilton, ON time type Full time posted on Posted 2 Days Ago job requisition id 2401336 We’re building a relationship-oriented bank for the modern world. As a member of the Imperial Service Team,...

  • Financial Advisor/ Financial Services Specialist

    4 weeks ago

    Burlington, ON, 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 Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals...

  • Financial Services Specialist/Financial Advisor

    4 weeks ago

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

    Financial Services Specialist/Financial Advisor - IIROC (Urban) page is loaded Financial Services Specialist/Financial Advisor - IIROC (Urban) Apply locations Hamilton, ON time type Full time posted on Posted 2 Days Ago job requisition id 2401336 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals...

  • Heavy Equipment Outside Parts

    7 days ago

    Hagersville, Canada Brandt Full time

    Brandt is currently seeking a Heavy Equipment Outside Parts & Service Advisors reporting to our **Hagersville** Peterbilt location. The Heavy Equipment Outside Parts & Service Advisor is responsible for promoting and selling heavy-duty transportation truck and trailer parts and service as well as providing after sales support to existing and new customers....

  • Financial Services Advisor Licensed

    4 weeks ago

    Burlington, ON, 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 Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business...

  • Financial Advisor

    2 weeks ago

    Markham, 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...

  • Financial Services Advisor Licensed

    1 week ago

    Oshawa, 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 build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor / Financial Services Specialist, you’ll deliver on CIBC’s Imperial Service...

  • Financial Advisor

    1 week ago

    Oshawa, 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...

  • Financial Consultant Investments

    4 weeks ago

    Toronto, ON, Canada Sun Life Financial Full time

    Apply locations Toronto, Ontario time type Full time posted on Posted 22 Days Ago job requisition id JR00034536 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/Financial Services Specialist

    2 weeks ago

    Toronto, 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...

  • Manager / Senior Manager - Client Service Management

    1 week ago

    Toronto, ON, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you...

  • Senior Account Manager

    3 weeks ago

    Rockland, ON, Canada Potvin Construction Ltd. Full time

    Established in 1980, Potvin Group of Companies is a multifaceted enterprise managing a diverse portfolio of companies. One of our subsidiary companies specializes in construction, focusing on cabinetry, trim work, siding, and framing. Additionally, we oversee another company dedicated to rental properties and land development, as well as a separate entity...