Senior Financial Service Advisor
Found in: beBee jobs CA - 2 weeks ago
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 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 dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today's needs and tomorrow's goals.
You'll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
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. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships. Business development- Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
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.
You have current accreditation and good standing for IIROC licensing requirements; 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 have current accreditation and good standing for IIROC licensing requirements; 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 need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit Unit #1 Employment Type 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.
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Mortgage Specialist
Found in: beBee jobs CA - 2 days ago
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Whitchurch-Stouffville, Canada Canadian Imperial Bank of Commerce Full timeSenior 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 ...
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1 week ago
Whitchurch-Stouffville, Canada Canadian Imperial Bank of Commerce Full timeSenior 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 ...
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1 week ago
Whitchurch-Stouffville, Canada Canadian Imperial Bank of Commerce Full timeSenior 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 ...
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Senior Financial Service Advisor
Found in: beBee S CA - 2 weeks ago
Stouffville, Canada Canadian Imperial Bank of Commerce Full timeSenior 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. As a member of the...
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Found in: Jooble CA O C2 - 1 week ago
Stouffville, ON, Canada Canadian Imperial Bank of Commerce Full timeSenior 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. As a member of the...
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Senior Financial Advisor
Found in: Jooble CA O C2 - 1 week ago
Stouffville, ON, Canada Canadian Imperial Bank of Commerce Full timeSenior 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,...
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Found in: Talent CA 2 C2 - 1 week ago
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Found in: Talent CA 2A C2 - 2 weeks ago
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Found in: Appcast CA A2 P - 1 week ago
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Found in: Appcast CA C2 Glassdoor - 2 weeks ago
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Found in: Talent CA C2 - 1 week ago
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Found in: Talent CA C2 - 1 week ago
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Found in: Adzuna CA C2 - 2 weeks ago
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Found in: Talent CA 2 C2 - 1 week ago
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