Associate Financial Advisor
2 months ago
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 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.
- 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 - 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.- 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 in Mutual 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).-
- 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
Woodstock-Carleton Shpg Mall
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Es
-
Associate Advisor
2 days ago
Woodstock, Canada FirstOntario Credit Union Full timeWhy FirstOntario? FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to loans...
-
Financial Advisor
2 days ago
Woodstock, 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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Associate Insurance Advisor Ii in Woodstock, On
2 months ago
Woodstock, Canada Co-operators General Insurance Company Full time**Employment Type**: Regular Full-Time **Work Model**: Office Based **Language**: This role operates in English. Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services...
-
Woodstock, Canada TD Bank Full timeJob Description: Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then join us as a Financial Advisor and demonstrate your subject matter expertise in providing sound financial planning advice...
-
Woodstock, Canada TD Bank Full timeJob Description: Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then join us as a Financial Advisor and demonstrate your subject matter expertise in providing sound financial planning advice...
-
Woodstock, Canada TD Bank Full timeJob Description: Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then join us as a Financial Advisor and demonstrate your subject matter expertise in providing sound financial planning advice...
-
Woodstock, Canada TD Bank Full timeJob Description: Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then join us as a Financial Advisor and demonstrate your subject matter expertise in providing sound financial planning advice...
-
Woodstock, Canada TD Bank Full timeJob Description: Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then join us as a Financial Advisor and demonstrate your subject matter expertise in providing sound financial planning advice...
-
Woodstock, Canada Co-operators Full timeEmployment Type: Regular Full-Time Work Model : Office Based Language: This role operates in English. For More Info Contact: Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to...
-
Associate Insurance Advisor II in Woodstock, ON
2 months ago
Woodstock, Canada Co-operators Full timeEmployment Type: Regular Full-Time Work Model : Office Based Language: This role operates in English. For More Info Contact: Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to...
-
Financial Controller
2 months ago
Woodstock, Canada The Floral Express Full timeWe are a family-run business, and while our focus is on flowers, we believe our success comes from hard work, integrity, and holding true to our core company values. We appreciate our customers’ need for fresh products which has led to the design of our sales and supply chain which enables us to deliver the freshest products possible! We are constantly...
-
Financial Services Associate
2 days ago
Woodstock, Canada Meridian Credit Union Full time**Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...
-
Financial Services Associate
3 days ago
Woodstock, Canada Meridian Full timeDescription "> Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: Our Retail Banking Practice: Our vision is to be recognized as...
-
Client Advisor
2 months ago
Woodstock, Canada Royal Bank of Canada Full time**Job Summary** What 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...
-
Personal Banking Associate
1 week ago
Woodstock, Canada BMO Financial Group Full time534 Dundas Street Woodstock Ontario,N4S 1C5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Banking Advisor Intern
1 month ago
Woodstock, Canada Royal Bank of Canada Full time**Job Summary** Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client satisfaction and loyalty. **What is the opportunity?** This unique position...
-
Banking Advisor
1 month ago
Woodstock, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Asset Protection Associate
1 week ago
Woodstock, Canada Walmart Canada Full time**Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...
-
Asset Protection Associate
2 months ago
Woodstock, Canada Walmart Canada Full time**Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...
-
In-Person Job Fair
1 week ago
Woodstock, Canada Scotiabank Full timeRequisition ID: 200626 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Interested in learning more about Scotiabank’s Home Financing Advisor role in the Ontario Region? Sign up for the In-person, Mobile Mortgage Advisor Job Fair ! We're hosting a meet and greet event and we want to meet YOU! ...
