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Financial Services Advisor
2 months ago
We're seeking a talented and passionate professional to join our Personal and Business Banking team as an Associate Financial Advisor. In this role, you'll form deep relationships with personal and small business clients, understanding their needs and recommending personalized solutions to help them achieve their financial goals.
As a key member of our team, you'll work in a fast-paced banking centre environment, managing a portfolio of mortgage clients and delivering exceptional client experiences. You'll be flexible to work our banking centre hours, which may include evenings and weekends, and be willing to travel to multiple banking centres within a reasonable distance.
Key Responsibilities- Client Engagement: Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
- Relationship Building: Engage in marketing and outreach activities to show clients you value them and their communities, grow your network, and deepen existing relationships.
- Business Development: Create relationships by networking with clients' families and friends to uncover opportunities and refer to appropriate partners.
- Leveraging Technology: Become a technology expert, introducing clients to our mobile banking applications and helping them better manage their banking needs.
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 offer a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
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 development.
Requirements- You put our clients first, engaging with purpose to find the right solutions.
- You're goal-oriented, motivated by accomplishing your goals and delivering your best to make a difference.
- You know that details matter, noticing things that others don't, and your critical thinking skills help inform your decision making.
- You're passionate about people, finding meaning in relationships and surrounding yourself with a diverse network of partners.
- You love to learn, passionate about growing your knowledge, and have a strong sense of curiosity.
- You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
- You're a certified professional, with current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
At CIBC, we're committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
