Financial Advisor- IFC or CSC

7 days ago

Calgary, Alberta, Canada CIBC Full time

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients.

À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu'ils sont et ce qu'ils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

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 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.

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 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 can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets. You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference. You're a certified professional (IIROC). 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're a certified professional (Quebec). 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 and CSI/ICB Legal & Ethical Aspects of Financial Planning Course 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). Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

Ce que la Banque CIBC vous offre

À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu'employé, nous nous efforçons de créer des occasions qui vous permettront d'exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l'adhésion à un programme d'avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d'achat d'actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points. Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients. Nous favorisons une culture qui encourage l'expression de vos ambitions au moyen d'initiatives comme la journée Raison d'être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

Sous réserve des modalités du régime et du programme

Ce que vous devez savoir

La Banque CIBC s'est engagée à créer un milieu de travail intégrateur où tous les membres de l'équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d'un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d'une solution d'adaptation, écrivez à . Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s'il y a lieu, détenir un permis de travail ou d'études valide.

Lieu de travail

Edmonton-Commerce Place

​

​ Type d'emploi

Permanent

Heures de travail hebdomadaires

37.5

Compétences

Axé sur les résultats, Connexions communautaires, Consultation financière, Développement d'entreprise, Gestion de la relation clientèle, Gestion de portfolios, Investissements, Prêt

  • Financial Advisor

    2 months ago

    Calgary, Alberta, Canada Targeted Talent Full time

    TITLE:Financial AdvisorLOCATION:Calgary, ABREPORTING: Senior Financial Advisor JOB PURPOSE:Why does this role exist?The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong client relationships within the firm's Legacy book of business through regular contact and providing timely, value-added information,...

  • Associate Financial Advisor

    7 days ago

    Calgary, Alberta, Canada Raymond James Financial Full time

    Raymond James Independent Financial Services is seeking a full-time Associate Financial Advisor for one of our independent branches.Raymond James Ltd. is one of Canada's leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.This position requires an...

  • Business Advisor

    7 days ago

    Calgary, Alberta, Canada ATB Financial Full time

    Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. We foster a culture of purpose, performance and possibilities.System Title:Business Banker 5 As ATB's next EFS (Everyday Financial Services) Business Advisor, your role is to manage and advise ATB's...

  • Associate Financial Advisor

    3 weeks ago

    Calgary, Alberta, 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...

  • Associate Financial Advisor

    4 weeks ago

    Calgary, Alberta, 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...

  • CA Financial Advisor

    1 month ago

    Calgary, Alberta, Canada Edward Jones Full time

    Unleash your entrepreneurial spirit with Edward Jones, backed by a team of experts and vast resources.Join our network of financial advisors with proven support, flexibility, and unlimited potential. Balance your personal and professional life while building a rewarding practice. Ready to make an impact on your clients' financial future?Job Overview:We are...

  • CA Financial Advisor

    3 weeks ago

    Calgary, Alberta, Canada Edward Jones Full time

    Unleash your entrepreneurial spirit with Edward Jones, backed by a team of experts and vast resources.Join our network of financial advisors with proven support, flexibility, and unlimited potential. Balance your personal and professional life while building a rewarding practice. Ready to make an impact on your clients' financial future?Job Overview:We are...

  • Business Advisor

    7 days ago

    Calgary, Alberta, Canada ATB Financial Full time

    Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Financial Advisor

    7 days ago

    Calgary, Alberta, Canada Servus Credit Union Full time

    Posting Closes: February 28, 2023We are currently looking for Financial Advisors for our newest location opening in March of 2023.Location: Buffalo Run location Address: #901, 11501 Buffalo Run BoulevardCompensation: $50,850 to $71,091. (based on experience)Servus is growing We are opening our newest branch on the lands of the Tsuut'ina Nation, as part of an...

  • Financial Advisor

    7 days ago

    Calgary, Alberta, Canada Servus Credit Union Full time

    Salary/Wage Range: $50, ,091 (based on experience)Posting closes: December 4th, 8:00 amWe're embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, we need the best people doing their best work. Gone are the days of status quo as we build out a gutsy and driven workforce who can take Servus to the next level - if...

  • Associate Advisor/Financial Planner

    7 days ago

    Calgary, Alberta, Canada DGA Careers Full time

    Associate Advisor/Financial PlannerAbout the JobOur client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their clients a comprehensive range of services including in-house accounting, estate law,...

  • Customer Service Advisor

    2 months ago

    Calgary, Alberta, 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...

  • Customer Service Advisor

    3 weeks ago

    Calgary, Alberta, 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...

  • Investment Advisor

    3 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionApply for your spot in our exclusive networking event, where we will discuss the Investment Advisor role and how your experience and skillset could add a new dimension to our growing team. If your application is considered, you will receive a separate invitation with full event details.Tuesday May 14th, 20242:30pm – 4:30pmCalgary,...

  • Investment Advisor

    2 months ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionApply for your spot in our exclusive networking event, where we will discuss the Investment Advisor role and how your experience and skillset could add a new dimension to our growing team. If your application is considered, you will receive a separate invitation with full event details.Tuesday May 14th, 20242:30pm – 4:30pmCalgary,...

  • Advisor - IG Wealth Connect (Calgary) (12925)

    7 days ago

    Calgary, Alberta, Canada IGM Financial Full time

    Requisition ID 12925 - Posted - Location (1) - Canada - Province of Job Posting (1) - Career Site (2) IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services...

  • People and Culture Advisor

    7 days ago

    Calgary, Alberta, Canada Agriculture Financial Services Corporation Full time

    At AFSC, we want to work with talented people from a wide range of backgrounds. We strive to create a psychologically safe environment where we can all be ourselves and perform to the best of our abilities. We care about each other, about Alberta and about agriculture. We are innovative, knowledgeable, and diverse and love what Albertan agriculture produces...

  • Everyday Banking Advisor 2

    7 days ago

    Calgary, Alberta, Canada ATB Financial Full time

    Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Senior Financial Advisor

    3 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 198947 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be... Senior Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Senior Financial Advisor

    1 month ago

    Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 198947 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be... Senior Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...