Financial Advisor

6 months ago

Richmond Hill, Canada CIBC Full time

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
- What you'll be doing- As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor / Financial Services Specialist, 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 - 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.

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 knowYou 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

Rich.Hill-Hwy 7&W.Beaver Creek

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Business Development, Client Relationship Management, Community Connections, Finan

  • Financial Advisor Assistant

    6 months ago

    Richmond, Canada Seed Pacific Financial Group Full time

    Job Summary: Seed Pacific Financial Group committed to providing exceptional financial planning services to our clients. With a dedication to integrity, professionalism, and personalized solutions, we strive to help our clients achieve their financial goals and secure their futures. **Position**: Financial Advisor Assistant **Duties**: - Oversee and...

  • Administrative Assistant for Financial Advisor

    2 months ago

    Richmond, Canada Grandtag Financial Full time

    Are you a proactive, organized, and tech-savvy individual looking to join a young and energetic team? We're on the hunt for a *rockstar Administrative Assistant* to support our dynamic Financial Advisor. If you thrive in a fast-paced environment and love staying on top of details, this might just be the perfect fit for you! **What You’ll Be Doing**:* -...

  • Associate Advisor

    6 months ago

    Richmond, Canada Sun Life Financial Full time

    _**Sales & Associate Advisor**_ We are seeking a dynamic and knowledgeable Associate Advisor to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in providing comprehensive financial planning advice to clients helping them navigate the financial landscape and achieve their financial goals....

  • Advisor Financial Services

    4 weeks ago

    Richmond Hill, Canada Canadian Imperial Bank of Commerce Full time

    p>Financial Services Associate Time Type: Full time We’re building a relationship-oriented bank for the modern world. p>What you'll be doing:As a member of the Imperial Service Team, you’ll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service...

  • Financial Assistance Officer

    1 month ago

    Richmond, Canada MDRT Financial Service Corp. Full time

    Salary: $35 per hourWorking hours: 35 hours per weekJob type: Full-time; PermanentWork location: 73rd Ave Vancouver, BC V6P 6G5MDRT Financial Service Corp was founded by three top members of the Global Million Dollar Round Table. It is a well-known financial planning company, with service areas covering several provinces, including British Columbia, Ontario,...

  • Financial Assistance Officer

    2 months ago

    Richmond, Canada MDRT Financial Service Corp. Full time

    Salary: $29 per hourWorking hours: 35 hours per weekJob type: Full-time; PermanentWork location: 73rd Ave Vancouver, BC V6P 6G5MDRT Financial Service Corp was founded by three top members of the Global Million Dollar Round Table. It is a well-known financial planning company, with service areas covering several provinces, including British Columbia, Ontario,...

  • Senior Financial Advisor

    4 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    About the RoleRole OverviewWe are looking for a skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesCustomer Relationship BuildingFinancial Planning and AdviceSales and Business DevelopmentCustomer Retention and...

  • Financial Advisor

    2 weeks ago

    Richmond Hill, Ontario, Canada Sun Life Full time

    Unlock Financial IndependenceSun Life is seeking a motivated and entrepreneurial Financial Advisor to join our team. As a financial advisor, you will have the opportunity to build your own business and enjoy financial independence.About the RoleThis is a unique opportunity to take control of your life and determine your own success. You will receive...

  • Financial Services Coordinator

    4 weeks ago

    Richmond, British Columbia, Canada MDRT Financial Service Corp. Full time

    Financial Assistance Officer Job DescriptionWe are seeking a highly organized and detail-oriented Financial Assistance Officer to join our team at MDRT Financial Service Corp. As a key member of our administrative team, you will play a critical role in supporting our financial advisors and ensuring the smooth operation of our office.Key...

  • Insurance Advisor

    6 months ago

    Richmond, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

  • Financial Services Representative

    4 weeks ago

    Richmond Hill, Ontario, Canada Royal Bank of Canada Full time

    Job Title: Financial Services RepresentativeWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Royal Bank of Canada. As a Financial Services Representative, you will be responsible for providing exceptional client service and support to our Advisor team.Manage client accounts and identify opportunities to...

  • Money Advisor

    3 weeks ago

    Richmond, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union is a dynamic financial institution that serves over members across British Columbia. As a leading provider of personal and commercial banking services, we strive to create a future where everyone in our communities can achieve financial wellness.Job SummaryWe are seeking a highly skilled Money Advisor to join our...

  • Senior Financial Advisor

    2 months ago

    Richmond Hill, Canada Scotiabank Full time

    Title:  Senior Financial Advisor - Bayview & Weldrick, Richmond Hill, ON Requisition ID: 206362Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win...

  • Lead Financial Advisor

    2 weeks ago

    Richmond, British Columbia, Canada NBC Full time

    National Bank of Canada is offering a unique opportunity for a dynamic individual to join our team as a Lead Financial Advisor. This role offers the chance to live your ambitions and have a positive impact on the lives of clients and colleagues alike.As a Lead Financial Advisor, you will adopt a friendly approach and utilize your analytical skills to provide...

  • Strategic Financial Advisor

    2 weeks ago

    Richmond, British Columbia, Canada Scotiabank Full time

    About the RoleAs a Strategic Financial Advisor with Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary focus will be on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning...

  • Financial Services Professional

    4 weeks ago

    Richmond Hill, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Financial Services ProfessionalWe're seeking a skilled Financial Services Professional to join our team at CIBC. As a member of our Imperial Service Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses.Key Responsibilities:Provide administrative and client support to seek business...

  • Financial Services Professional

    2 weeks ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    At Scotiabank, we're committed to helping our customers build their futures. As a Senior Financial Advisor, you'll play a critical role in providing exceptional service and support to our clients.About the RoleOur Senior Financial Advisors are customer-centric and able to connect with people in a relatable way. They take a proactive approach to discovering...

  • Bilingual (Persian) Financial Advisor - Elgin Mills

    6 months ago

    Richmond Hill, Canada Scotiabank Full time

    Requisition ID: 199626 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Commercial Banking Advisor

    3 weeks ago

    Richmond Hill, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Commercial Banking Advisor to join our team at Royal Bank of Canada. This role offers a unique opportunity to develop and maintain strong relationships with business clients, providing them with expert advice and solutions to meet their financial needs.As a Commercial Banking Advisor, you will be responsible for...

  • Strategic Financial Advisor

    3 weeks ago

    Richmond, British Columbia, Canada Scotiabank Full time

    Job Summary:We are seeking a Strategic Financial Advisor to join our team in Richmond, Canada. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.About the Role:This is an exciting opportunity for a motivated and...