Jobs – Financial Advisor
4 weeks ago
You will be responsible for building and expanding your client base by providing excellent client service, financial support, and managing relationships with dedication. As a Financial Advisor at CIBC, you will embody the Imperial Service approach by being the primary point of contact for clients, assisting them in planning for their current and future financial needs. Your role will involve establishing lasting relationships, offering sound financial advice, and empowering clients to secure their futures, homeownership, and business growth.
Job Responsibilities:- Client Engagement – Focus on delivering personalized client experiences, offering reliable investment advice, and comprehensive financial planning support to strengthen existing relationships. Expand your network to form new client connections.
- Business Development – Gain deep insights into the local market and potential client base to devise a sales strategy converting leads into new CIBC clients. Utilize your strong networking and relationship-building skills to create opportunities, foster connections, and drive positive outcomes. Utilize CIBC's diverse credit and investment solutions to cater to client needs effectively, ensuring satisfaction, loyalty, and increased referrals.
- Community Involvement – Enhance CIBC's presence in the community by engaging in local events, marketing initiatives, and outreach programs. Develop a robust network to forge enduring relationships that pave the way for future prospects.
- Alignment with Values – Demonstrate trust, teamwork, and accountability in your work, reflecting the core values.
- Ownership Mindset – Excel in taking initiative, exceeding expectations, and achieving results autonomously.
- Client-Centric Approach – Prioritize client needs, seek optimal solutions, and consistently go above and beyond to ensure client satisfaction.
- People-Oriented Passion – Find value in interpersonal connections, cultivate diverse partnerships, and establish credibility through respect and authenticity.
- Professional Certification – Hold MFDA certification, demonstrate compliance with The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) standards, and meet MFDA licensing criteria.
- Goal-Driven Attitude – Stay motivated by achieving targets, striving for excellence, and making a meaningful impact in your role.
Company: CIBC
Vacancy Type: Full Time
Job Location: Brampton, CA
Application Deadline: N/A
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