Financial Services Specialist

1 week ago


Ottawa, 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 what they contribute.

To learn more about CIBC, please visit

Job Description:

  • 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 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.
  • At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be onsite fulltime._


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 daytoday 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 needsbased 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 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.
  • You can demonstrate 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • You're a certified professional (MFDA
  • Ontario). 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).
  • 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 health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, pointsbased 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 developmentWhat you need to knowYou 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

Ottawa-CarlingwoodShopping Ctr

Employment Type

Regular

Weekly Hours

37.5

Skills:

Banking, Business Credit Cards, Client Prospecting, Client Relationship, Customer Engagement, Customer Experience (CX), Edu

  • Ottawa, Ontario, Canada Financial Horizons Full time

    As a Compensation Specialist, you will work closely with your teammates on the Compensation Services team (a quick note - this is an insurance and finance related team, not HR) to help ensure that the national team meets performance expectations and team objectives. This role reports to the Director, Compensation Services. Our company is DRIVEn (this is not...


  • Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 199252Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team.As a Regional Administrative Specialist,...


  • Ottawa, Ontario, Canada LRO Staffing Full time

    Senior Financial Specialist for Chief Financial Officer Contract About the Opportunity Our Government client is seeking a Senior Financial Specialist to support the Chief Financial Officer (CFO). The CFO needs assistance in finding solutions to address ongoing operations of Financial Ma


  • Ottawa, Ontario, Canada LRO Staffing Full time

    Senior Financial Specialist for Chief Financial Officer - Contract Our Government client is seeking a Senior Financial Specialist to support the Chief Financial Officer (CFO). The CFO needs assistance in finding solutions to address ongoing operations of Financial Management and Treasury Board (TB) Submission. The branch is currently dealing with an...


  • Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 200174 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...


  • Ottawa, Ontario, Canada Lrostaffing Full time

    Our Government client is seeking a Senior Financial Specialist to support the Chief Financial Officer (CFO). The CFO needs assistance in finding solutions to address ongoing operations of Financial Management and Treasury Board (TB) Submission. The branch is currently dealing with an unprecedented workload and has recently experienced several long-term...


  • Ottawa, Ontario, Canada Canadian Federal Government Full time

    Maplesoft Group is currently seeking a Sr. Financial Specialist consultant for our Federal Government client.Tasks and Responsibilities include, but are not limited to the following: 1 Establishing the work plan activities aligned with the Business Line and Commissioner priorities for the next 1


  • Ottawa, Ontario, Canada Maplesoft Group Inc. Full time

    Maplesoft Group is currently seeking a Sr. Financial Specialist consultant for our Federal Government client.Tasks and Responsibilities include, but are not limited to the following:1 Establishing the work plan activities aligned with the Business Line and Commissioner priorities for the next 12-18


  • Ottawa, Ontario, Canada Renaud Consulting IMIT Solutions Full time

    Description: Responsibilities ·Providespecialistadviceon accountingtreatmentforcapitalexpendituresandensuretheadvicegiven is the best, providing a secondopinion to civil servants. The Financial Specialist (Senior)needstobeinnovativeand thinkcriticallytofindprocessandsystemssolutionsthat work. ...


  • Ottawa, Ontario, Canada Lrostaffing Full time

    About The Opportunity Our Government client is seeking a Senior Financial Specialist to support the Chief Financial Officer (CFO). The CFO needs assistance in finding solutions to address ongoing operations of Financial Management and Treasury Board (TB) Submission. The branch is currently dealing with an unprecedented workload and has recently experienced...


  • Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 181700Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Reporting Specialist to join our team.As a Client Reporting Specialist, you will...


  • Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 198053Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Reporting Specialist to join our team.Is this role right for you? In this role you...

  • Financial Advisor

    7 days ago


    Ottawa, Ontario, Canada Financial Health Partners Full time

    Join Our Team as a Financial Advisor - Unlimited Income Potential AwaitsAre you a driven individual with a passion for financial services and a relentless determination to succeed? Are you ready to take your career to new heights in a dynamic and rewarding environment? If so, we want you to join our team as a Financial Advisor at Financial Health Partners.At...

  • Service Administrator

    3 weeks ago


    Ottawa, Ontario, Canada Annualytix Financial Services Inc. Full time

    Annualytix Financial Services Inc. is a company dedicated to design, develop and implement the Financial Plan for individuals, families and business owners. We provide the best possible custom designed financial solutions for you, your family and your business. We give you the best rate guarantee for qualifying clients. We have the experience to ensure their...


  • Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 196530Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team.As a Financial Consultant, Regional...


  • Ottawa, Ontario, Canada CMHC Full time

    Job Requisition ID: 10093 Position Status: Temporary Full Time Position Type: Hybrid Office Location: Ottawa (ON) Travel Requirement: Travel not required Language Designation: English Essential Language Skill Levels (Read/Write/Speak): ZZZ Salary: Our salaries generally range from $ to $ and are based on qualifications and experience....

  • Mortgage Agent

    1 week ago


    Ottawa, Ontario, Canada SJC Financial Full time

    Thinking about becoming a mortgage agent? Join SJC Financial, one of Canada's top mortgage brokerages. We help Canadians finance over $100+ million in volume per year. SJC Financial offers high quality training, finance tools, and provides crucial hands-on experience. Work completely independent from home or from the SJC Financial office spaces. We offer...


  • Ottawa, Ontario, Canada Meridian Credit Union Full time

    Why Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.Find our story here: About MeridianOur Retail Banking Practice:Our vision is to be recognized as the financial institution that has...


  • Ottawa, Ontario, Canada CMHC - SCHL Full time

    Job Requisition ID: 10093 Position Status: Temporary Full Time Position Type: Hybrid Office Location: Montreal (QC); Calgary (AB); Halifax (NS); Ottawa (ON); Toronto (ON); Vancouver (BC)Travel Requirement: Travel not required Language Designation: English Essential Language Skill Levels (Read/Write/Speak): ZZZ Salary: Our salaries generally range from $ to...

  • Financial Advisor

    1 week ago


    Ottawa, Ontario, Canada MD Financial Management Full time

    Requisition ID: 187418Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team.As a Financial Consultant, Regional...