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 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 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
- Subject to 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
Expected End Date
2025-05-31
Job Location
Coquitlam Town Centre
Employment Type
Temporary (Fixed Term)
Weekly Hours
37.5
**Skills**:
Business Development, Client Relat
-
Financial Advisor
2 months ago
Coquitlam, Canada Royal Bank of Canada Full time**Job Summary** - **Note**:This position is to cover a maternity leave, ending approximately Summer 2025. **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,...
-
Insurance Advisor
2 months ago
Coquitlam, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Insurance Advisor
2 weeks ago
Coquitlam, 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 - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...
-
Sales - Financial Services Advisor
2 weeks ago
Port Coquitlam, Canada The Jim Pattison Auto Group Full timeThe Jim Pattison Auto Group’s relentless commitment to customer satisfaction has allowed us to grow into one of Canada’s largest companies. We encourage career growth and personal development within our company. We are looking for individuals who can contribute to our business operations today and our future growth. We encourage those with the required...
-
Sales - Financial Services Advisor
2 days ago
Port Coquitlam, Canada The Jim Pattison Auto Group Full timeThe Jim Pattison Auto Group’s relentless commitment to customer satisfaction has allowed us to grow into one of Canada’s largest companies. We encourage career growth and personal development within our company. We are looking for individuals who can contribute to our business operations today and our future growth. We encourage those with the required...
-
Financial Advisor Coquitlam Centre
2 weeks ago
Coquitlam, Canada Scotiabank Full timeRequisition ID: 183949 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...
-
Financial Advisor
2 weeks ago
Coquitlam, Canada Scotiabank Full timeRequisition ID: 194541 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...
-
Financial Advisor
2 weeks ago
Port Coquitlam, Canada Scotiabank Full timeRequisition ID: 198631 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...
-
Insurance Advisor
1 month ago
Coquitlam, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Coquitlam Centre office in Coquitlam, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...
-
Insurance Advisor
1 month ago
Coquitlam, Canada Westland Insurance Full timeCoquitlam (Coquitlam Centre), BC, 2929 Barnet Highway #1212, Coquitlam, British Columbia, Canada Req #2992 Monday, May 6, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Coquitlam Centre office in Coquitlam, BC. Do you...
-
Insurance Advisor
2 months ago
Coquitlam, Canada AMC Insurance Full timeNo of positions:4 Company name: AMC Insurance Services - Coquitlam ( Eagle Ridge ) Address: 1192 Lansdowne Dr Suite 405, Coquitlam, BC V3E 1J7 **Main duties** **Insurance agents and brokers perform some or all of the following duties**: - Sell automobile, fire, health, life, property, marine, aircraft, and other types of insurance to clients - Establish...
-
Insurance Advisor
2 weeks ago
Coquitlam, Canada Westland Insurance Full timeInsurance Advisor Coquitlam (Coquitlam Centre), BC, 2929 Barnet Highway #1212, Coquitlam, British Columbia, Canada Req #2992 Wednesday, May 29, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Coquitlam...
-
Insurance Advisor
3 weeks ago
Coquitlam, Canada Westland Insurance Full timeInsurance Advisor Coquitlam (Coquitlam Centre), BC, 2929 Barnet Highway #1212, Coquitlam, British Columbia, Canada Req #2992 Monday, May 6, 2024 We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Coquitlam...
-
Insurance Advisor
2 weeks ago
Coquitlam, British Columbia, Canada Westland Insurance Full timeInsurance Advisor Coquitlam (Coquitlam Centre), BC, 2929 Barnet Highway #1212, Coquitlam, British Columbia, Canada Req #2992 Wednesday, May 29, We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Coquitlam Centre office in...
-
Insurance Advisor
2 weeks ago
Coquitlam, Canada Westland Insurance Full timeInsurance Advisor Coquitlam (Coquitlam Centre), BC, 2929 Barnet Highway #1212, Coquitlam, British Columbia, Canada Req #2992 Wednesday, May 29, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Coquitlam...
-
Insurance Advisor
2 weeks ago
Coquitlam, Canada Westland Insurance Full timeInsurance Advisor Coquitlam (Coquitlam Centre), BC, 2929 Barnet Highway #1212, Coquitlam, British Columbia, Canada Req #2992 Wednesday, May 29, 2024 We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Coquitlam...
-
Insurance Advisor
3 weeks ago
Coquitlam, Canada Westland Insurance Full timeInsurance Advisor Coquitlam (Coquitlam Centre), BC, 2929 Barnet Highway #1212, Coquitlam, British Columbia, Canada Req #2992 Wednesday, May 29, 2024 We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Coquitlam...
-
Insurance Advisor
2 weeks ago
Coquitlam, British Columbia, Canada Westland Insurance Full timeInsurance Advisor Coquitlam (Coquitlam Centre), BC, 2929 Barnet Highway #1212, Coquitlam, British Columbia, Canada Req #2992 Wednesday, May 29, We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Coquitlam Centre office in...
-
Senior Financial Advisor
6 hours ago
Port Coquitlam, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior Financial Advisor - Shaughnessy Station Branch Requisition ID: 201372Join 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...
-
Insurance Advisor
3 weeks ago
Coquitlam, Canada ... Full timeMonday, May 6, 2024 We’re searching for an Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Coquitlam Centre office in Coquitlam, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working...
