Financial Advisor

3 months ago

Cornwall, 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 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 (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD 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 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 vacation offering, wellbeing support, 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.
- Subject to plan and program terms and conditions

Wha

  • Financial Advisor

    6 months ago

    Cornwall, Canada Scotiabank Full time

    Requisition ID: 181149 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/ Cornwall/ Permanent/ Full-Time At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity...

  • Senior Financial Advisor

    1 month ago

    Cornwall, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Financial Advisor to join our team at Scotiabank. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...

  • Financial Advisor

    5 months ago

    Cornwall, Canada Scotiabank Full time

    Requisition ID: 196703 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/ Cornwall/ Permanent/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...

  • Senior Financial Advisor

    4 weeks ago

    Cornwall, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and goals, and developing personalized financial strategies to help them achieve success.Key...

  • Senior Financial Advisor

    4 months ago

    Cornwall, Canada Scotiabank Full time

       Requisition ID: 203443Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be:Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Associate Financial Advisor

    6 months ago

    Cornwall, 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...

  • Senior Financial Advisor

    4 weeks ago

    Cornwall, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will be an essential member of the Canadian Banking Branch network. Your focus will be to provide exceptional service throughout the customer's journey by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant...

  • Senior Financial Advisor

    4 weeks ago

    Cornwall, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and goals, and providing personalized advice and solutions to help them achieve success.Key...

  • Senior Financial Advisor

    4 weeks ago

    Cornwall, Canada Scotiabank Full time

    Requisition ID: 203443At Scotiabank, we're committed to helping our customers achieve their financial goals through personalized advice and guidance. As a Senior Financial Advisor, you'll play a key role in delivering exceptional service and building long-lasting relationships with our clients.About the roleKey responsibilities:Develop and implement...

  • Personal Finance Advisor

    2 months ago

    Cornwall, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. As a personal finance advisor at Desjardins Ontario Credit Union , you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.Your role is to listen to members’ and clients’ needs, offer them...

  • Strategic Financial Planner

    3 weeks ago

    Cornwall, Canada Scotiabank Full time

    About the RoleAt Scotiabank, we're committed to helping our customers achieve their financial goals through personalized advice and innovative solutions. We're seeking a talented Senior Financial Advisor to join our team and help our customers navigate the complexities of personal finance.Key ResponsibilitiesConduct thorough financial needs analyses to...

  • Senior Financial Advisor

    4 months ago

    Cornwall, Canada Scotiabank Full time

    Title: Senior Financial Advisor - Brookdale Mall BranchRequisition ID: 203443Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be:At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and...

  • Strategic Financial Consultant

    4 weeks ago

    Cornwall, Canada Scotiabank Full time

    Requisition ID: 203443At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the RoleKey Responsibilities:Take a proactive approach to understanding customer needs and providing...

  • Strategic Financial Consultant

    4 weeks ago

    Cornwall, Canada Scotiabank Full time

    Requisition ID: 203443At Scotiabank, we're seeking a skilled Senior Financial Advisor to join our Canadian Banking Branch network. As an essential member of our team, you'll provide exceptional service to our customers, building strong relationships and delivering personalized financial strategies.About the roleKey responsibilities:Proactively discover...

  • Strategic Management Advisor

    4 weeks ago

    Cornwall, Canada Tormon Executive Search Limited Full time

    Job DescriptionWe are seeking a highly skilled Strategic Management Advisor to join our team at Tormon Executive Search Limited. The ideal candidate will have a strong background in management consulting and a proven track record of success in analyzing and improving organizational performance.Key ResponsibilitiesAnalyze and provide advice on managerial...

  • Strategic Management Advisor

    4 weeks ago

    Cornwall, Canada Tormon Executive Search Limited Full time

    Job SummaryWe are seeking a highly skilled Strategic Management Advisor to join our team at Tormon Executive Search Limited. As a key member of our organization, you will be responsible for analyzing and providing advice on managerial methods and organization of an establishment.Key ResponsibilitiesAnalyze and provide advice on the managerial methods and...

  • Personal Finance Advisor

    2 months ago

    Cornwall, Canada Desjardins Full time

    As a personal finance advisor at Desjardins Ontario Credit Union , you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose...

  • Small Business Advisor

    6 months ago

    Cornwall, Canada Scotiabank Full time

    Requisition ID: 181134 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...

  • Client Advisor

    2 months ago

    Cornwall, Canada Royal Bank of Canada Full time

    **Job Summary** **What 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...

  • Strategic Management Advisor

    4 weeks ago

    Cornwall, Canada Tormon Executive Search Limited Full time

    Job Summary: We are seeking a highly skilled Strategic Management Advisor to join our team at Tormon Executive Search Limited. As a key member of our organization, you will be responsible for analyzing and providing advice on managerial methods and organization of an establishment.Key Responsibilities:Analyze and provide advice on managerial methods and...