Current jobs related to Associate Financial Advisor - Kemptville - CIBC

  • Administrative Associate

    4 months ago

    Kemptville, Canada O'Farrell Financial Services Inc. Full time

    O’Farrell Financial Services Inc. is looking to hire an Administrative Associate. This position involves working alongside a Financial Advisor. - Experience and/or education in the financial industry is an asset (Bachelor of Commerce, Life Insurance and Mutual Fund Licensed an asset) - Excellent written and oral communication skills - Effective telephone...

  • Administrative Associate

    3 months ago

    Kemptville, Canada O'Farrell Financial Services Inc. Full time

    O’Farrell Financial Services Inc. is looking to hire an Administrative Associate. This position involves working alongside a Financial Advisor. - Experience and/or education in the financial industry is an asset (Bachelor of Commerce, Life Insurance and Mutual Fund Licensed an asset) - Excellent written and oral communication skills - Effective telephone...

  • Financial Advisor

    4 months ago

    Kemptville, Canada Scotiabank Full time

    Requisition ID: 179581 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/ Kemptville/ Permanent/ Full-Time At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity...

  • Client Financial Advisor II

    1 month ago

    Kemptville, Ontario, Canada CIBC Full time

    Position Title: Client Financial AdvisorOrganization: CIBCBecome a part of CIBC, where we are dedicated to creating a client-focused banking experience for today's world. We seek skilled and enthusiastic individuals who are passionate about serving our clients' best interests. At CIBC, we leverage your unique talents and aspirations to empower you to make a...

  • Hse Advisor

    3 months ago

    Kemptville, Canada North America Construction Ltd Full time

    NAC is currently seeking a full time Health Safety & Environment (HSE) Advisor to join our HSE team in Ontario, initially being assigned to our project in Kemptville, ON, and providing support to various sites in Ontario and out-of-province as required.- Location: - Kemptville, ON**Position Summary**: The HSE Advisor works closely with all levels of...

  • Small Business Advisor

    3 months ago

    Kemptville, Canada Scotiabank Full time

    Requisition ID: 200193 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

    3 months ago

    Kemptville, Canada Scotiabank Full time

    Requisition ID: 196024 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...

  • Lead Financial Record Keeper

    1 month ago

    Kemptville, Ontario, Canada SHEPPARD & ASSOCIATES LTD Full time

    Job Title: Lead Financial Record KeeperCompany: SHEPPARD & ASSOCIATES LTDKey Responsibilities:Maintain comprehensive financial documentation and oversee various accounts utilizing both manual and digital bookkeeping methodologies.Record journal entries, perform account reconciliations, and prepare a trial balance of financial records.Calculate and issue...

  • Bookkeeper - Financial Record Keeper

    1 week ago

    Kemptville, Ontario, Canada SHEPPARD & ASSOCIATES LTD Full time

    About the RoleWe are seeking a highly skilled Bookkeeper to join our team at Sheppard & Associates Ltd. As a Bookkeeper, you will play a critical role in maintaining the financial integrity of our organization.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and up-to-date financial records, including ledgers, journals, and other financial...

  • Bookkeeper - Financial Record Keeper

    1 week ago

    Kemptville, Ontario, Canada SHEPPARD & ASSOCIATES LTD Full time

    About the RoleWe are seeking a highly skilled Bookkeeper to join our team at Sheppard & Associates Ltd. As a Bookkeeper, you will play a critical role in maintaining the financial integrity of our organization.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and up-to-date financial records, including ledgers, journals, and other financial...

  • Asset Protection Associate

    4 months ago

    Kemptville, Canada Walmart Canada Full time

    **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 mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...

  • Senior Bookkeeper – Financial Record Keeper

    1 week ago

    Kemptville, Ontario, Canada SHEPPARD & ASSOCIATES LTD Full time

    Job SummaryAbout the RoleWe are seeking a highly skilled and detail-oriented Senior Bookkeeper to join our team at Sheppard & Associates Ltd. As a Senior Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial...

  • Senior Bookkeeper – Financial Record Keeper

    1 week ago

    Kemptville, Ontario, Canada SHEPPARD & ASSOCIATES LTD Full time

    Job SummaryAbout the RoleWe are seeking a highly skilled and detail-oriented Senior Bookkeeper to join our team at Sheppard & Associates Ltd. As a Senior Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial...

  • Customer Experience Associate

    1 week ago

    Kemptville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Customer Experience Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our customer-facing team, you will be responsible for delivering exceptional customer experiences and promoting our products and services.Key ResponsibilitiesProvide personalized customer service and support to...

  • Customer Experience Associate

    1 week ago

    Kemptville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Customer Experience Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our customer-facing team, you will be responsible for delivering exceptional customer experiences and promoting our products and services.Key ResponsibilitiesProvide personalized customer service and support to...

  • Customer Experience Associate

    3 months ago

    Kemptville, Canada Scotiabank Full time

    Requisition ID: 194010 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Customer Experience Associate

    3 months ago

    Kemptville, Canada Scotiabank Full time

    Requisition ID: 188068 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Kemptville/Temporary/part-time 30h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help...

  • Customer Experience Associate

    3 months ago

    Kemptville, Canada TD Bank Full time

    **Customer Experience Associate**: - 426739BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 325 Colonnade Drive **Employment Type** - Regular **City** - Kemptville **Time Type** - Part Time **Province/State** - Ontario **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Marine Sales Associate

    4 months ago

    Kemptville, Canada Eastern Region 7 Full time

    If you love being around water, check out Pirate Cove Marina's NEW job opportunity for a full time Marine Sales Associate! Pirate Cove Marina (a subsidiary of the Leisure Days RV Group) has been in business for over 30 years and continues to grow. Leisure Days RV Group is the 4th largest RV dealership group in North America, and the largest RV Group in...

  • Customer Experience Front End Assistant Manager

    3 months ago

    Kemptville, Canada Walmart Canada Full time

    **Position Summary... **:To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales. **What you'll do...**: 1. As a member of the Store Management Team drives profitable sales through achievement of sales and profit goals, budget management...

Associate Financial Advisor

4 months ago

Kemptville, 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

Kemptville

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Client Relationship, Goal Planning, Personal Investments, Retirement Planning Services