Associate Financial Advisor
1 month 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
**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 have a meaningful difference on the lives of our clients. 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 will be constantly on-site.
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 shareWho 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, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
- Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home- Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity- Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training- Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
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
Westmount-Sherbrooke&Victoria
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Client Relationship, Customer Engagement, Customer Experience (CX), Customer Int
-
Small Business Advisor
1 day ago
Westmount, Canada Scotiabank Full timeRequisition ID: 197342 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Small Business Advisor
4 days ago
Westmount, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Small Business Advisor (Canada) Requisition ID:...
-
Small Business Advisor
5 days ago
Westmount, Canada Scotiabank Full timeRequisition ID: 197342 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide...
-
Small Business Advisor
4 days ago
Westmount, Canada Scotiabank Full timeRequisition ID: 197342Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide...
-
Chief Financial Officer
3 days ago
Westmount, Canada Pender & Howe Executive Search Full timePosition: Chief Financial OfficerOrganization: Selwyn HouseReporting to: HeadmasterLocation: Westmount, Quebec (On-site) About Selwyn HouseEstablished in 1908, Selwyn House School is a private, highly regarded boys' School in Westmount, Quebec, that offers a uniquely enriching educational experience characterized by academic excellence, critical and creative...
-
Chief Financial Officer
2 days ago
Westmount, Canada Pender & Howe Executive Search Full timePosition: Chief Financial Officer Organization: Selwyn House Reporting to: Headmaster Location: Westmount, Quebec (On-site) About Selwyn House Established in 1908, Selwyn House School is a private, highly regarded boys' School in Westmount, Quebec, that offers a uniquely enriching educational experience characterized by academic excellence, critical...
-
Chief Financial Officer
1 day ago
Westmount, Canada Pender & Howe Executive Search Full timePosition: Chief Financial OfficerOrganization: Selwyn HouseReporting to: HeadmasterLocation: Westmount, Quebec (Hybrid)About Selwyn HouseEstablished in 1908, Selwyn House School is a private, highly regarded boys' School in Westmount, Quebec, that offers a uniquely enriching educational experience characterized by academic excellence, critical and creative...
-
Chief Financial Officer
2 days ago
Westmount, Canada Pender & Howe Executive Search Full timePosition: Chief Financial OfficerOrganization: Selwyn HouseReporting to: HeadmasterLocation: Westmount, Quebec (Hybrid)About Selwyn HouseEstablished in 1908, Selwyn House School is a private, highly regarded boys' School in Westmount, Quebec, that offers a uniquely enriching educational experience characterized by academic excellence, critical and creative...
-
Chief Financial Officer
1 day ago
Westmount, Canada Pender & Howe Executive Search Full timePosition: Chief Financial Officer Organization: Selwyn House Reporting to: Headmaster Location: Westmount, Quebec (Hybrid) About Selwyn House Established in 1908, Selwyn House School is a private, highly regarded boys' School in Westmount, Quebec, that offers a uniquely enriching educational experience characterized by academic excellence, critical and...
-
Development and Donor Relations Associate
1 month ago
Westmount, Canada Marianopolis College Full time**EMPLOYMENT OPPORTUNITY** **Development and Donor Relations Associate** **ABOUT MARIANOPOLIS COLLEGE** Founded in 1908, Marianopolis is a private English-language college in Montreal specializing in pre-university education for about 2,000 students. A gateway to the world’s top universities, the College’s record of academic excellence, on-time...
-
Financial Aid and Foundation Assistant
1 month ago
Westmount, Canada Marianopolis College Full time**EMPLOYMENT OPPORTUNITY** **Financial Aid and Foundation Assistant** **ABOUT MARIANOPOLIS COLLEGE** Founded in 1908, Marianopolis is a private English-language college in Montreal specializing in pre-university education for about 2,000 students. A gateway to the world’s top universities, the College’s record of academic excellence, on-time...
-
Planificateur(Trice) Financier
1 month ago
Westmount, Canada Société de services financiers Fonds FMOQ inc. Full timeLa Société de services financiers Fonds FMOQ inc., filiale de la Fédération des médecins omnipraticiens du Québec (FMOQ), offre des produits et services financiers aux médecins omnipraticiens et à l’ensemble de la communauté médicale québécoise. Pour poursuivre son développement, la Société recherche pour son bureau de Montréal,...
-
Chief Financial Officer
2 days ago
Westmount, QC, Canada Pender & Howe Executive Search Full timePosition: Chief Financial Officer Organization: Selwyn House Reporting to: Headmaster Location: Westmount, Quebec (On-site) About Selwyn House Established in 1908, Selwyn House School is a private, highly regarded boys' School in Westmount, Quebec, that offers a uniquely enriching educational experience characterized by academic excellence,...
-
Chief Financial Officer
24 hours ago
Westmount, QC, Canada Pender & Howe Executive Search Full timePosition: Chief Financial OfficerOrganization: Selwyn HouseReporting to: HeadmasterLocation: Westmount, Quebec (Hybrid)About Selwyn HouseEstablished in 1908, Selwyn House School is a private, highly regarded boys' School in Westmount, Quebec, that offers a uniquely enriching educational experience characterized by academic excellence, critical and creative...
-
Chief Financial Officer
1 day ago
Westmount, QC, Canada Pender & Howe Executive Search Full timePosition: Chief Financial OfficerOrganization: Selwyn HouseReporting to: HeadmasterLocation: Westmount, Quebec (Hybrid)About Selwyn HouseEstablished in 1908, Selwyn House School is a private, highly regarded boys' School in Westmount, Quebec, that offers a uniquely enriching educational experience characterized by academic excellence, critical and creative...
-
Liquor Store Sales Associate
4 weeks ago
Westmount, Canada SNDL Full timeJob Title Liquor Store Sales Associate Job Description About SNDL SNDL is the largest private-sector liquor and cannabis retailer in Canada with retail banners that include Ace Liquor, Wine and Beyond, Liquor Depot, Value Buds, and Spiritleaf. SNDL is a licensed cannabis producer and one of the largest vertically integrated cannabis companies in Canada...
-
Chief Financial Officer
2 days ago
Westmount, QC, Canada Pender & Howe Executive Search Full timePosition: Chief Financial OfficerOrganization: Selwyn HouseReporting to: HeadmasterLocation: Westmount, Quebec (On-site) About Selwyn HouseEstablished in 1908, Selwyn House School is a private, highly regarded boys' School in Westmount, Quebec, that offers a uniquely enriching educational experience characterized by academic excellence, critical and creative...
-
Small Business Advisor
5 days ago
Westmount, Quebec, H1V, Montréal, Canada Scotiabank Full timeRequisition ID: 197342Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Guidance Counsellor
1 month ago
Westmount, Canada Marianopolis College Full time**EMPLOYMENT OPPORTUNITY** **Guidance Counsellor / Psychotherapist** **ABOUT MARIANOPOLIS COLLEGE** Founded in 1908, Marianopolis is a private English-language college in Montreal specializing in pre-university education for about 2,000 students. A gateway to the world’s top universities, the College’s record of academic excellence, on-time graduation...
-
Mortgage Specialist
1 day ago
Westmount, Canada Scotiabank Full timeRequisition ID: 163716 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good corporate citizen to the benefit of our customers, shareholders, and staff. Our...