Financial Services Specialist/financial Advisor

6 months ago

Mississauga, 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 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 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). 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

  • Financial Advisor

    6 months ago

    Mississauga, Canada Desjardins Financial Security Independent Network - ON Central Full time

    **Financial Security Advisor Trainee**: **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...

  • Financial Security Advisor

    4 months ago

    Mississauga, Canada OM Financial Inc. Full time

    _**My Insurance Agency Canada Inc**_ **Overview** At MIA, we specialize in guiding passionate individuals towards successful careers as Financial Security Advisors, combining stability, growth, and the opportunity to make a real difference in people's lives. Whether you're new to the industry or looking to elevate your career, MIA is here to support you...

  • Experienced Financial Advisor

    7 months ago

    Mississauga, Canada Desjardins Financial Security Independent Network - ON Central Full time

    **Experienced Financial Advisor**: **COMPANY**: Desjardins Financial Security **LOCATION**: Mississauga **BECOME A PART OF OUR SUCCESS STORY** Looking for an opportunity to grow your practice in the Financial Services Industry? **ABOUT US**: **Desjardins Financial Security Independent Network** is part of **Desjardins Financial Security**, a leading...

  • Entry-level Financial Advisor

    8 months ago

    Mississauga, Canada Desjardins Financial Security Independent Network - ON Central Full time

    **Entry-Level Financial Advisor**: **COMPANY**: Desjardins Financial Security **LOCATION**: Mississauga **BECOME A PART OF OUR SUCCESS STORY** Looking for a career as a Financial Advisor? **ABOUT US**: **Desjardins Financial Security Independent Network** is part of **Desjardins Financial Security**, a rapidly growing financial services firm dedicated to...

  • Entry-Level Financial Advisor

    8 months ago

    Mississauga, Canada Desjardins Financial Security Independent Network - ON Central Full time

    Entry-Level Financial Advisor COMPANY: Desjardins Financial SecurityLOCATION: MississaugaBECOME A PART OF OUR SUCCESS STORYLooking for a career as a Financial Advisor?ABOUT US:Desjardins Financial Security Independent Network is part of Desjardins Financial Security, a rapidly growing financial services firm dedicated to providing comprehensive wealth...

  • Financial Advisor/financial Services Specialist

    6 months ago

    Mississauga, 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...

  • Financial Services Specialist/financial Advisor

    7 months ago

    Mississauga, 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...

  • Financial Accountant

    4 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    About the RoleWe are seeking a highly skilled Financial Accountant to join our team at FIRSTCARE FINANCIAL SERVICES LTD.Job SummaryThis is a permanent position with a salary of $60,000 per year. The successful candidate will work 30 to 40 hours per week.Key ResponsibilitiesThe Financial Accountant will be responsible for calculating fixed assets and...

  • Financial Assistant

    6 months ago

    Mississauga, Canada Ferguson Financial Planning | CI Assante Wealth Management Full time

    **SUMMARY OF ROLE**: We are currently seeking a **Licensed Financial Assistant** to join our team in Mississauga and support the operations of the _Ferguson Financial Planning_ team at Assante Capital Management. The **Licensed Financial Assistant** will play a crucial role in facilitating account management and administrative tasks to ensure the smooth...

  • Financial Services Specialist/financial Advisor

    7 months ago

    Mississauga, 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...

  • Financial Accounting Specialist

    4 weeks ago

    Mississauga, Ontario, Canada Save Tax Solutions Financial Group Ltd. Full time

    Job SummaryWe are seeking a detail-oriented Financial Accounting Specialist to join our team at Save Tax Solutions Financial Group Ltd. In this role, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, calculating fixed assets and depreciation, and performing various accounting tasks.About UsSave...

  • Financial Services Officer

    6 months ago

    Mississauga, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Financial Services Expert

    4 weeks ago

    Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time

    About ADI & ADI Financial Inc.At ADI & ADI Financial Inc., we are dedicated to providing exceptional financial services to our clients. As a Financial Services Representative, you will play a key role in helping us achieve this goal.

  • Financial Services Coordinator

    4 weeks ago

    Mississauga, Ontario, Canada R K H FINANCIAL SERVICES INC. Full time

    We are seeking a skilled Financial Services Coordinator to join our team at R K H FINANCIAL SERVICES INC.The estimated salary for this role is $45,000 - $55,000 per year, based on industry standards and location.About the RoleThis position involves providing financial support to our organization by performing various tasks related to bookkeeping, accounting,...

  • Financial Services Officer

    7 months ago

    Mississauga, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Financial Advisor Assistant

    6 months ago

    Mississauga, Canada GP Wealth Management Full time

    **The Role** GP Wealth Management is seeking a financial advisor assistant to join our team and help service and continue to grow our client base. As a financial advisor assistant, you will work side by side with the team to help clients achieve their financial goals. **Responsibilities** - Assist financial advisor with daily activities, including...

  • Financial Management Coordinator

    4 weeks ago

    Mississauga, Ontario, Canada FIRSTCARE FINANCIAL SERVICES LTD. Full time

    About the JobWe are seeking a highly skilled Financial Management Coordinator to join our team at Firstcare Financial Services Ltd.Job DescriptionThis role is responsible for maintaining and balancing various accounts using manual and computerized bookkeeping systems, as well as calculating fixed assets and depreciation.The successful candidate will also be...

  • Financial Planning Specialist

    4 weeks ago

    Mississauga, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full time

    We are seeking ambitious individuals who are passionate about finance and eager to develop a successful career as a Financial Advisor.About UsDesjardins Financial Security Independent Network is part of Desjardins Financial Security, a rapidly growing financial services firm dedicated to providing comprehensive wealth management and financial planning...

  • Financial Officer

    6 months ago

    Mississauga, Canada FRAM Slokker Financial Services LP. Full time

    Education: Bachelor's degree - Experience: 5 years or more **Tasks**: - Calculate and prepare cheques for payroll - Calculate fixed assets and depreciation - Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems - Maintain general ledgers and financial statements - Post journal...

  • Financial Services Specialist/financial Advisor

    2 months ago

    Mississauga, 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...