Financial Advisor

2 weeks ago

Oshawa, 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 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 them 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 plan 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’re a certified professional (IIROC - Ontario). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME). You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).- You can demonstrate 1 - 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.- 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.- 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

Oshawa-1371 Wilson Rd N

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

**Skills**:
Banking, Business Development, Client Relationship, Community Connections, Customer Experience (CX), Fin

  • Financial Advisor

    4 weeks ago

    Oshawa, 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...

  • Financial Advisor

    7 days ago

    Oshawa, 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

    6 days ago

    Oshawa, 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

    6 days ago

    Oshawa, 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

    6 days ago

    Oshawa, 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...

  • Desjardins Insurance Advisor

    4 weeks ago

    Oshawa, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Full Time - Insurance Advisor Location: Pickering, ON Desjardins is a financial services company specializing in Property and Casualty insurance i.e. Auto and Fire (both personal and commercial), Life insurance, Living Benefits, and Mutual Funds. Dan Piedimonte Desjardins Insurance is an Agency located in Pickering. We are looking for a permanent, full-time...

  • Premier Banking Advisor

    4 days ago

    Oshawa, 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...

  • Desjardins Insurance Advisor

    3 weeks ago

    Oshawa, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Full Time - Insurance AdvisorLocation: Pickering, ONDesjardins is a financial services company specializing in Property and Casualty insurance i.e. Auto and Fire (both personal and commercial), Life insurance, Living Benefits, and Mutual Funds. Dan Piedimonte Desjardins Insurance is an Agency located in Pickering. We are looking for a permanent, full-time...

  • Desjardins Insurance Advisor

    3 weeks ago

    Oshawa, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Full Time - Insurance AdvisorLocation: Pickering, ONDesjardins is a financial services company specializing in Property and Casualty insurance i.e. Auto and Fire (both personal and commercial), Life insurance, Living Benefits, and Mutual Funds.  Dan Piedimonte Desjardins Insurance is an Agency located in Pickering. We are looking for a permanent, full-time...

  • Financial Advisor

    6 days ago

    Oshawa, ON, 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...

  • Financial Services Advisor Licensed

    6 days ago

    Oshawa, ON, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. 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...

  • Employment/employer Advisor

    7 days ago

    Oshawa, Canada JHS Durham Full time

    Job Title Employment/Employer Advisor Department Employment Services Location Oshawa/Whitby and surrounding Durham Region Posting Start Date February 15, 2024 Posting End Date February 25, 2024 Employment Group CUPE 2936.13 Salary Grid Rate $22.66 to $22.81 per hour Standard Weekly Hours of Work 35 Shift Work Required No - Monday to Friday 8am to...

  • Employment/employer Advisor

    4 weeks ago

    Oshawa, Canada JHS Durham Full time

    Job Title Employment/Employer Advisor Department Employment Services Location Oshawa/Whitby and surrounding Durham Region Posting Start Date March 19, 2024 Posting End Date April 10, 2024 Employment Group CUPE 2936.13 Salary Grid Rate $23.32, effective April 1, 2024 Standard Weekly Hours of Work 35 Shift Work Required No - Monday to Friday 8am to...

  • Investment Advisor

    2 weeks ago

    Oshawa, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    2 weeks ago

    Oshawa, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment Advisor

    2 weeks ago

    Oshawa, Canada Royal Bank of Canada Full time

    Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what...

  • Investment advisor

    2 weeks ago

    Oshawa, ON, Canada RBC Full time

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a...

  • Investment Advisor

    2 weeks ago

    Oshawa, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionGrow your business, your way - with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for...

  • Investment Advisor

    2 weeks ago

    Oshawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Financial Advisor

    1 week ago

    Oshawa, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...