Financial Advisor MFDA/AMF

6 days ago

Quebec, Canada Canadian Imperial Bank of Commerce Full time

Financial Advisor MFDA (Urban) page is loaded Financial Advisor MFDA (Urban) Apply locations White Rock, BC time type Full time posted on Posted 2 Days Ago job requisition id 2403473

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 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 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. 

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).
  • 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 .

Job Location

White Rock-N.Bluff & Johnston

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, Community Connections, Customer Experience (CX), 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. 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

  • Financial Advisor

    2 weeks ago

    Quebec, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Beloeil page is loaded Financial Advisor - Beloeil Apply locations Beloeil, QC time type Full time posted on Posted 4 Days Ago job requisition id 2403363 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    7 days ago

    Quebec, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Beloeil page is loaded Financial Advisor - Beloeil Apply locations Beloeil, QC time type Full time posted on Posted 4 Days Ago job requisition id 2403363 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    6 days ago

    Quebec, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Beloeil page is loaded Financial Advisor - Beloeil Apply locations Beloeil, QC time type Full time posted on Posted 4 Days Ago job requisition id 2403363 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Life Insurance Advisor

    Found in: Whatjobs CA C2 - 7 days ago

    Quebec, Canada Empire Life Full time

    Bilingual Advisor, Life Insurance Location: Remote, Quebec Empire life is looking to hire a Bilingual Life Insurance Advisor to join our Retail Distribution team! The Advisor with Empire Connect promotes client retention and sales by establishing effective relationships with customers, developing financial plans, providing financial advice and recommending...

  • Branch Operations Advisor, Bmo Advicedirect

    4 days ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**:Strong verbal and written language skills in both French and English **Availability to work** between 8:00AM and 10:00PM EST Monday to Friday (37.5 hours per week) - You set your own schedule - Are you ready to take the next step your career while working from home?_ -...

  • Financial Security Advisor

    10 hours ago

    Quebec City, Canada Beneva Full time

    Job Posting Title: Financial security advisor Worker Type: Regular **Job Description**: Beneva (CFB) est présentement à la recherche d’entrepreneurs/intrapreneurs passionnés pour consolider ses plans de croissance dans toutes les régions du Québec! Votre rôle sera d’accompagner les clients dans la planification de leur sécurité...

  • Financial Security Advisor, Client Care

    2 weeks ago

    Quebec, Canada RBC Full time

    Remote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...

  • Financial Security Advisor, Client Care

    7 days ago

    Quebec, Canada RBC Full time

    Remote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...

  • Financial Security Advisor, Client Care

    6 days ago

    Quebec, Canada RBC Full time

    Remote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...

  • Conseiller(ère) en sécurité financière

    Found in: Adzuna CA C2 - 5 days ago

    Montreal, Quebec, Québec, Canada iA Financial Group Full time

    Conseiller(ère) en sécurité financièreCarburez-vous aux défis?Voulez-vous :Devenir un entrepreneur à succès?Être en affaires?Jouer un rôle déterminant dans la vie des gens?Être reconnu pour votre service conseil?Allez de l’avant, prenez en main votre avenir professionnel!Nous sommes à la recherche de personnes proactives et rigoureuses qui...

  • Specialized Financing and Banking Solutions Advisor

    6 days ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Specialized Financing and Banking Solutions Advisor

    7 days ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Client Financial Services Agent

    7 days ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Conseiller en sécurité financière

    Found in: Adzuna CA C2 - 5 days ago

    Urban agglomeration of Montreal, Quebec, CA iA Financial Group Full time

    Vous êtes entrepreneur dans l’âme? Vous aimez le travail d’équipe, l’entraide, et avez de la facilité à communiquer avec les autres?Nous sommes à la recherche de personnes proactives et rigoureuses qui aimeraient entreprendre une carrière en tant que conseillers en sécurité financière. Votre rôle sera d’accompagner vos clients dans la...

  • Expert Banking Advisor

    6 days ago

    Quebec City, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Adjoint Aux Services Financiers Autorisé

    7 days ago

    Quebec City, Canada CFMWS Full time

    **QUI NOUS SOMMES** Les Services de bien-être et moral des Forces canadiennes (SBMFC) appuient les membres des Forces armées canadiennes et leurs familles partout où ils se trouvent dans le monde grâce à des programmes de conditionnement physique, des activités de loisirs, du soutien aux familles et aux activités de bienfaisance, des services de vente...

  • Personal Finance Advisor

    10 hours ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Personal Finance Advisor

    10 hours ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Advisor - System and infrastructure operations, maintenance and development

    2 weeks ago

    Quebec, Canada Desjardins Full time

    Job Description At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe...

  • Advisor - System and infrastructure operations, maintenance and development

    7 days ago

    Quebec, Canada Desjardins Full time

    Job Description At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe...