Senior Financial Advisor/ Senior Financial Services Specialist

4 weeks ago

Flin Flon, Canada CIBC Full time

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 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 center hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centers 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 on-site full-time.


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 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 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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • You’re a certified professional (MFDA). 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’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 (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
  • 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.

  • Financial Advisor

    1 month ago

    Flin Flon, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF page is loaded Financial Advisor - MFDA/AMF Apply locations Flin Flon, MB time type Full time posted on Posted 2 Days Ago job requisition id 2319658 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    4 weeks ago

    Flin Flon, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF page is loaded Financial Advisor - MFDA/AMF Apply locations Flin Flon, MB time type Full time posted on Posted 2 Days Ago job requisition id 2319658 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    4 weeks ago

    Flin Flon, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF page is loaded Financial Advisor - MFDA/AMF Apply locations Flin Flon, MB time type Full time posted on Posted 2 Days Ago job requisition id 2319658 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    4 weeks ago

    Flin Flon, 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...

  • Financial Worker

    4 weeks ago

    Flin Flon, Canada Manitoba Government Full time

    **Financial Worker**: SP1 Social Services Worker 1 Regular/full-time Department of Families Rural & Northern Services - Northern Region, Community Service Delivery Flin Flon MB Advertisement Number: 42747 Salary(s): SP1 $49,287.00 - $58,933.00 per year Plus Remoteness Allowance, if applicable. Closing Date: May 9, 2024 The Manitoba government...

  • Client Advisor

    2 weeks ago

    FLIN FLON, Canada Royal Bank of Canada Part time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    2 weeks ago

    Flin Flon, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • bookkeeper

    1 week ago

    Flin Flon, Canada Up North Dental Corporation Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 40 hours per weekEducation: Expérience: EducationCollege/CEGEPTasksCalculate and prepare cheques for payrollCalculate fixed assets and depreciationKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain...

  • cook

    3 weeks ago

    Flin Flon, Canada Inferno Shawarma and Donair Full time

    Education: Expérience: EducationSecondary (high) school graduation certificate or equivalent experienceWork settingRestaurantTasksPrepare and cook complete meals or individual dishes and foodsPrepare dishes for customers with food allergies or intolerancesTrain staff in preparation, cooking and handling of foodMaintain inventory and records of food,...

  • Field Technician

    4 weeks ago

    Flin Flon, Canada Focal Systems Full time

    **Company Description** Focal Systems is the industry leader in retail AI solutions. We are a Silicon Valley-based startup that has more than doubled in size every year since our founding. Our mission is to automate and optimize brick and mortar retail using deep learning computer vision. Focal has been deployed at scale with the top retailers in the world....

  • housekeeping aide

    2 days ago

    Flin Flon, Canada Northern Regional Health Authority Full time

    Education: Expérience: EducationNo degree, certificate or diplomaWork settingHealth care institution, facility or clinicHospital/medical facility or clinicTasksSweep, mop, wash and polish floorsDust furnitureVacuum carpeting, area rugs, draperies and upholstered furnitureMake beds and change sheetsStock linen closetClean, disinfect and polish kitchen and...

  • health care aide

    2 days ago

    Flin Flon, Canada Northern Regional Health Authority Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 19.38 hours per weekEducation: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 yearWork settingWilling to relocateHospital/medical facility or clinicTasksSupply and empty bed pansServe meal trays and feed...

  • registered nurse

    2 days ago

    Flin Flon, Canada Northern Regional Health Authority Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 23.25 hours per weekEducation: Expérience: EducationOther trades certificate or diplomaWork settingRelocation costs covered by employerWilling to relocateHospital or home for the agedTasksAddress and document symptoms and changes in patients' conditionsAssess patients to identify...