Associate Financial Advisor

1 week ago

Truro, 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

**Job Description**:
.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 health benefits program, defined benefit pension plan, an employee share purchase plan 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

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

Truro-813 Prince St.

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Banking, Business, Business Banking, Client Relationship, Customer Engagement, Customer Experience (CX), Educational Sa

  • Associate Financial Advisor

    7 days ago

    Truro, 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 Advisor

    1 week ago

    Truro, 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...

  • Financial Relationship Advisor

    7 days ago

    Truro, Canada Community Credit Union of Cumberland Colchester Ltd. Full time

    We have a full time, permanent position available working 37.5 hours/week with salary starting at $48,360.00/year as a **Financial Relationship Advisor (FRA) **with us **located at 347 Willow st, Truro, NS. **This role is an exciting opportunity for someone looking to provide consistently extraordinary service experiences for current and potential members...

  • Commercial Financial Relationship Advisor

    3 weeks ago

    Truro, Canada Community Credit Union of Cumberland Colchester Ltd. Full time

    **Position Summary** Reporting to the Manager of Commercial Financial Services, the **Commercial Financial Relationship Advisor** is responsible for overall administrative support to the commercial lending operation. This position does not have lending authority. **Requirements**: - Provides administrative support to the commercial lending function. -...

  • Business Development Advisor

    3 weeks ago

    Truro, Canada Invest Nova Scotia Full time

    Invest Nova Scotia is currently seeking an exceptional individual to fill the position of **Business Development Advisor,** based in Truro, NS for a one-year term. As a key member of the business advisory team, the incumbent will use a consultative approach to generate business growth for our domestic clients. Reporting to the Director, Regional Business...

  • Financial Advisor

    4 weeks ago

    Truro, Canada Scotiabank Full time

    Requisition ID: 218767 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...

  • Professional Advisor Opportunity

    7 days ago

    Truro, Nova Scotia, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    **Overview:**iA Financial Group offers a unique opportunity for motivated individuals to become financial security advisors. This role combines the freedom of self-employment with the support of a leading financial institution.As a financial security advisor, you will be responsible for helping clients achieve their financial goals. This includes analyzing...

  • Financial Advisor

    1 week ago

    Truro, 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...

  • Casual Member Relationship Advisor

    2 weeks ago

    Truro, Canada Community Credit Union of Cumberland Colchester Ltd. Full time

    **Employment Opportunity: Casual Member Relationship Advisor, Community Credit Union of Cumberland Colchester Ltd., Truro Branch** Community Credit Union of Cumberland Colchester Ltd. is seeking a **Casual Member Relationship Advisor **to join our team! This position is located in our Truro Branch and is well suited for an individual with exceptional...

  • Personal Banking Associate

    3 weeks ago

    Truro, Canada BMO Financial Group Full time

    Address: 37 Commercial Street Job Family Group: Retail Banking Sales & Service Join BMO in this Personal Banking Associate role - a one on one opportunity to work with our clients and impact their financial futures! We offer great training, support, collaborative and welcoming culture plus room for career growth! Come 'Grow the Good' with BMO in...

  • Capacity Development Team Advisors

    2 weeks ago

    Truro, Canada Confederacy of Mainland Mi’kmaq (CMM) Full time

    This vital capacity-building initiative - which stems from a multi-phased approach to Indigenous Program Review (IPR) and the corresponding Action Plan for Renewal and Expansion of DFO's Indigenous Programs - requires a team of qualified professionals to work with Indigenous communities to identify, plan, and implement the organizational capacities needed to...

  • Financial Services Representative

    7 days ago

    Truro, Nova Scotia, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    **What We Offer:**iA Financial Group offers a comprehensive training program to help you develop the skills and knowledge you need to succeed as a financial security advisor. This includes hands-on training, mentorship, and ongoing support.We also offer a competitive compensation package, including commissions and bonuses based on your sales performance.In...

  • Casual Member Relationship Advisor

    3 weeks ago

    Truro, Canada Community Credit Union of Cumberland Colchester Ltd. Full time

    **Employment Opportunity: Casual Member Relationship Advisor, Community Credit Union of Cumberland Colchester Ltd., Truro Branch** Community Credit Union of Cumberland Colchester Ltd. is seeking a **Casual Member Relationship Advisor **to join our team! This position is located in our Truro Branch and is well suited for an individual with exceptional...

  • Career as a Financial Consultant

    7 days ago

    Truro, Nova Scotia, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    **About the Role:**A career in financial services offers a unique blend of professional growth and personal development. As a representative, you will help individuals achieve financial security by analyzing their needs and providing sound advice.If you thrive on challenges and want to make a difference in people's lives, this could be the perfect...

  • Wireless Sales Associate

    3 weeks ago

    Truro, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** **NEW** For an instant interview between 10am - 9pm EST, click here** **or visit the Careers page on our website. Open the chat bubble on the bottom right hand corner. What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the...

  • Wireless Sales Associate- Truro, Ns

    6 days ago

    Truro, Canada The Mobile Shop Full time

    **The Mobile Shop - Sales Associate** **NEW** For an instant interview between 10am - 9pm EST, click here** **or visit the Careers page on our website. Open the chat bubble on the bottom right hand corner. What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest...

  • Wireless Sales Associate

    5 days ago

    Truro, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** **NEW** For an instant interview between 10am - 9pm EST, click here** **or visit the Careers page on our website. Open the chat bubble on the bottom right hand corner. What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the...

  • Associate Registrar

    1 week ago

    Truro, Canada Jane Norman College Full time

    Jane Norman College is a small, not-for-profit, private College that educates human services professionals in Truro and in other locations across Nova Scotia. Jane Norman College is seeking an **Associate Registrar** to cover a maternity leave. The position is a full-time term position (18 months) and located in Truro, NS. **Role and Responsibilities** As...

  • (Can) Asset Protection Associate

    2 weeks ago

    Truro, Canada Walmart Full time

    **In addition to base salary, Walmart total compensation may also include bonus incentives, stock options, and more.** **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...

  • Buying and Selling Associate

    2 weeks ago

    Truro, Canada Most Wanted PEI, Inc. Full time

    Most Wanted Pawn wants to know if you are looking for a career? Are you looking for an opportunity to thrive with a company where everyday is different and exciting? We are a Multi-faceted, solidified and homegrown business right here in the Maritimes! We combine a lovely mix as a financial entity with collateral lending, buying and retail both instore and...