Current jobs related to Associate Financial Advisor - Kelowna - Canadian Imperial Bank of Commerce

  • Member Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional service to our members, identifying their financial needs, and providing solutions to meet those needs.Key ResponsibilitiesMember Service: Provide personalized service to...

  • Member Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional service to our members, identifying their financial needs, and providing solutions to meet those needs.Key ResponsibilitiesMember Service: Provide personalized service to...

  • Senior Financial Advisor

    4 weeks ago

    Kelowna, Canada MD Financial Management Full time

    Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the Regional Manager...

  • Senior Financial Advisor

    1 month ago

    Kelowna, Canada MD Financial Management Full time

    Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the Regional Manager...

  • Member Advisor

    3 weeks ago

    Kelowna, Canada Envision Financial Full time

    We are currently seeking a part-time Member Advisor to join our team at our Rutland Valley First branch in Kelowna, BC. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships....

  • Senior Financial Advisor

    1 month ago

    Kelowna, British Columbia, Canada MD Full time

    MD Management Limited, a division of Scotia Wealth Management, is seeking a dedicated and knowledgeable Senior Financial Advisor to enhance our team. In this role, you will report to the Regional Manager and play a vital part in the success of the MD Client Value Performance across Canada. Your focus will be on ensuring that individual goals, plans, and...

  • Financial Services Representative

    7 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor Job DescriptionWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Financial Services Representative

    6 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor Job DescriptionWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...

  • Financial Services Representative

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs. You will work closely with our members to understand their financial goals and objectives, and provide guidance...

  • Financial Services Representative

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs. You will work closely with our members to understand their financial goals and objectives, and provide guidance...

  • Financial Services Representative

    1 day ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will provide exceptional customer service to our members, ensuring their financial needs are met and exceeded. Your primary focus will be on building strong relationships with current and potential members, identifying their life stage cycles, and providing personalized...

  • Financial Services Representative

    20 hours ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will provide exceptional customer service to our members, ensuring their financial needs are met and exceeded. Your primary focus will be on building strong relationships with current and potential members, identifying their life stage cycles, and providing personalized...

  • Senior Financial Advisor

    3 weeks ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide comprehensive financial planning...

  • Financial Services Representative

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"Job Title": "Member Advisor", "Job Description": "Key ResponsibilitiesAs a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs. You will also be responsible for processing member transactions, including opening accounts,...

  • Financial Services Representative

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"Job Title": "Member Advisor", "Job Description": "Key ResponsibilitiesAs a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs. You will also be responsible for processing member transactions, including opening accounts,...

  • Financial Services Representative

    5 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs. You will also be responsible for processing member transactions, including account openings, debit/credit card...

  • Financial Services Representative

    5 days ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    {"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs. You will also be responsible for processing member transactions, including account openings, debit/credit card...

  • Member Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a key member of our branch team, you will be responsible for providing exceptional service to our members, building strong relationships, and identifying opportunities to deepen financial relationships.Key ResponsibilitiesMember Service:...

  • Member Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a key member of our branch team, you will be responsible for providing exceptional service to our members, building strong relationships, and identifying opportunities to deepen financial relationships.Key ResponsibilitiesMember Service:...

  • Sun Life Financial Advisor

    1 day ago

    Kelowna, British Columbia, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with...

Associate Financial Advisor

3 months ago

Kelowna, Canada Canadian Imperial Bank of Commerce Full time

Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Kelowna, BC time type Full time posted on Posted 2 Days Ago job requisition id 2413066

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 what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing 

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues. 

  • Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities. 

  • Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share. 

  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs. 

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 goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. 

  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making. 

  • 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 love to learn. You’re passionate about growing your knowledge. You 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. You have current accreditation and good standing inMutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice). 

  • You’re a certified professional (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 obtained 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.

What CIBC Offers

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 aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • 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.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is 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 we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • 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 .

  • 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.

Job Location

Kelowna-2107 Harvey Ave

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented Similar Jobs (1) Financial Advisor - IIROC locations Kelowna, BC time type Full time posted on Posted 30+ Days Ago

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

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.

#J-18808-Ljbffr