Financial Services Speicalist/financial Advisor

2 weeks ago

Orangeville, 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 Imperial Service 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 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 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’re a certified professional (IIROC). 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’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).- 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).- 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 vac

  • Service Advisor

    2 days ago

    Orangeville, Canada The Humberview Group Full time

    Orangeville Toyota is looking for a Service Advisor to join their team in Orangeville.Our Service Advisors are one of the first points of contact with customers who bring their vehicles in for service. They are responsible for advising customers on the necessary services required to their vehicle, a

  • Automotive Service Advisor

    2 days ago

    Orangeville, Canada Chariots Of Simcoe Full time

    **About us** Chariots Of Simcoe is a small business in Orangeville, ON L9W 3T2. We are professional, agile, and innovative. Our work environment includes: - Modern office setting - Food provided - On-the-job training - Safe work environment We are looking for a Service Advisor to join our team and act as a liaison between our customers and our Service...

  • Automotive Service Advisor

    6 days ago

    Orangeville, Canada Franchise Car Dealership Full time

    **Come join our exciting energetic team!** We are looking to recruit an energetic, talented, self-motivated, Customer Service Advisor in a fast growing service department! **What we offer**: - State of the art facilities - Opportunities for additional training and growth within the company - Extended healthcare benefits including dental - Bonus pay on...

  • Investment Advisor

    3 weeks ago

    Orangeville, 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...

  • Investment Advisor

    1 month ago

    ORANGEVILLE, 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...

  • Automotive Service Advisor

    4 weeks ago

    Orangeville, Canada Active Green + Ross 220 Full time

    **Are you outgoing, friendly, organized and a leader everyone wants to follow?** **Do you have a strong work ethic and the drive to succeed?** **We would like to meet you!** **Experienced Service Advisors needed for a busy Orangeville Store!** **Responsibilities**: - Implement all systems, procedures, and processes - Maintain a high level of customer...

  • Client Advisor

    4 weeks ago

    Orangeville, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryWhat 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 are...

  • Service Advisor

    1 week ago

    Orangeville, Canada Orangeville Toyota Full time

    Job Duties : Advise customers on the care of their cars and the value of maintaining their vehicles. Scheduling appointments. Dealing with customer’s inquiries and concerns. Follow up with the progress of each repair order during the day. Handle telephone inquiries regarding work in process and appointments. Additional duties as assigned. What...

  • Client Advisor

    2 weeks ago

    ORANGEVILLE, Canada Royal Bank of Canada Part time

    Job SummaryWhat 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 are...

  • Client Advisor

    2 weeks ago

    Orangeville, Canada RBC - Royal Bank Part time

    Job SummaryWhat 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 are...

  • information clerk

    1 month ago

    Orangeville, Canada 911 Nurses GTA Full time

    Education: Secondary (high) school graduation certificateExperience: Will train or equivalent experienceTasksAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide information to customersArrange for billing for servicesExplain the type and cost of services offeredMaintain records and statisticsOrder office...

  • operations manager

    2 weeks ago

    Orangeville, Canada Karanamin Inc. Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...

  • operations manager

    2 weeks ago

    Orangeville, Canada Karanamin Inc. Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...

  • information clerk

    3 weeks ago

    Orangeville, Canada 911 Nurses GTA Full time

    Education: Expérience: EducationSecondary (high) school graduation certificate or equivalent experienceTasksAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide information to customersArrange for billing for servicesExplain the type and cost of services offeredMaintain records and statisticsOrder office...

  • Data Entry Clerk

    4 weeks ago

    Orangeville, Canada Neal Traffic Services Limited Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 to less than 7 months - or equivalent experience **Work setting**: - Business sector **Tasks**: - Receive and register documents for data entry - Enter data according to specified format - Transfer data between software - Verify accuracy and completeness of data - Perform general...

  • Bookkeeper - Part Time or Full Time

    4 weeks ago

    Orangeville, Canada 911 Nurses GTA Staffing Agency Full time

    911 Nurses GTA is a leading healthcare staffing agency, providing exceptional nursing and medical care services throughout Canada. Our team of experienced professionals is committed to delivering high-quality care that meets the needs of our diverse patient population and clients. As a company, we value compassion, integrity, and innovation. We believe in...

  • Personal Banking Associate Trainee

    4 weeks ago

    Orangeville, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • appliance service technician

    1 month ago

    Orangeville, Canada Mr. Appliance of Orangeville Full time

    Work Term: PermanentWork Language: EnglishHours: 35 to 44 hours per weekEducation: Secondary (high) school graduation certificateExperience: Experience an asset or equivalent experienceWork settingOn-site customer serviceIn shopRural areaUrban areaVarious locationsWilling to relocateTasksConduct voltage, resistance and other tests using electrical test...

  • appliance service technician

    3 weeks ago

    Orangeville, Canada Mr. Appliance of Orangeville Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 35 to 44 hours per weekEducation: Expérience: EducationSecondary (high) school graduation certificate or equivalent experienceWork settingOn-site customer serviceIn shopRural areaUrban areaVarious locationsWilling to relocateTasksConduct voltage, resistance and other tests using...

  • Manager, Finance

    4 weeks ago

    Orangeville, Canada Headwaters Health Care Centre Full time

    **Competition**: - 239-23 **Department / Unit**: - Finance **Position Type**: - Full Time **Bargaining Unit**: - Non-Union **Posting Date**: - 2023-05-19 12:00 **Headwaters Health Care Centre. One Community, Caring Together.**: We are a dedicated team of professionals focused on providing the best care possible for our patients, families, and...