Financial Services Speicalist/financial Advisor

6 months 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



  • Orangeville, Ontario, Canada Royal Bank of Canada Full time

    Unlock Your Earning Potential as a Business Development Financial AdvisorJoin RBC Dominion Securities and thrive in a dynamic environment where you can grow your business, build relationships, and help clients reach their financial goals.We're seeking experienced professionals with excellent people skills to join our team as Business Development Financial...


  • Orangeville, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...


  • Orangeville, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • Financial Advisor

    7 months ago


    Orangeville, Canada Scotiabank Full time

    Requisition ID: 194092 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

    6 months ago


    Orangeville, Canada Scotiabank Full time

    Requisition ID: 180368 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...


  • Orangeville, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Career with RBCRoyal Bank of Canada is seeking an experienced Investment Advisor to join our team. As a financial professional, you will have the opportunity to build long-term relationships with high-net-worth individuals and families, providing personalized financial advice and investment solutions.About the RoleThis is a full-time position with...

  • Financial Accountant

    4 weeks ago


    Orangeville, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    Company Overview:">beBee Professionals in Orangeville is a dynamic and fast-paced finance team seeking a detail-oriented Financial Accountant (m/f/d) to maintain accurate financial records, handle accounts payable and receivable, and ensure the integrity of our accounting practices.">Salary: $55,000 - $65,000 per year">Job Description:">Maintain and manage...

  • Financial Accountant

    2 months ago


    Orangeville, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    Accounting SpecialistbeBee Professionals in Orangeville is seeking a detail-oriented Accounting Specialist to maintain accurate financial records, handle accounts payable and receivable, and ensure the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank...

  • Service Advisor

    6 months ago


    Orangeville, Canada Chariots of Simcoe Full time

    **Service Advisor** We are looking for a Service Advisor to join our team and act as a liaison between our customers and our Service Technicians. Service Advisor responsibilities include greeting customers, listening to their needs and scheduling appointments as needed. Ultimately, you will work directly with customers to understand their needs and...


  • 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...


  • Orangeville, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Service Advisor

    7 months 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, as well as on routine maintenance. The **Service**...


  • Orangeville, Canada Cash 4 You Corp. Full time

    **Full Time Opportunity** Our associates serve as the initial contact for customers with a variety of financial needs. You will help customers assess and identify the appropriate products or services by listening and understanding their financial situation. The position will require strong knowledge of Cash 4 You's personal lending products and a high level...


  • 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...


  • Orangeville, Canada Active Green + Ross 220 Full time

    **Automotive Service Advisor** **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 want to meet you!** **Experienced Service Advisor needed for a busy, fast-paced, premium Orangeville Store!** This is a rare opportunity to be part of a highly efficient...


  • Orangeville, Ontario, Canada beBee Professionals Full time $45,000 - $60,000

    beBee Professionals in Orangeville is seeking a detail-oriented Financial Records Specialist (m/f/d) to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Job Overview:This position requires a highly organized...


  • Orangeville, Canada TD Bank Full time

    **Work Location**: Orangeville, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $51,400 - $72,600 CAD **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 performing a broad range of customer service...

  • general manager

    5 months ago


    Orangeville, Canada BRAMCITY LOGISTIC INC. Full time

    Education: College/CEGEPExperience: 2 years to less than 3 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...

  • Parts Advisor

    6 months ago


    Orangeville, Canada The Humberview Group Full time

    **_Are you detail-oriented? Do you enjoy understanding all of the little intricate parts that make up the vehicle whole? Then you might be a great fit for a Parts Advisor position!_** Orangeville Toyota is looking to add a **Parts Advisor **to their team in Orangeville. The **Parts** **Advisor **is responsible for providing exceptional customer service,...

  • Parts Advisor

    7 months ago


    Orangeville, Canada The Humberview Group Full time

    **_Are you detail-oriented? Do you enjoy understanding all of the little intricate parts that make up the vehicle whole? Then you might be a great fit for a Parts Advisor position!_** Orangeville Honda is looking for a **Parts Advisor **to join their team in Orangeville. The **Parts** **Advisor **is responsible for providing exceptional customer service,...