Financial Advisor, Facdp

3 weeks ago

Surrey, 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 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 (MFDA). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA 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).- You’re a certified professional (MFDA - Ontario). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing. 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 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 i

  • Financial Advisor

    3 weeks ago

    Surrey, Canada Burke Recruiting Inc. Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: - providing financial leadership, advice, analysis and reporting for the organization - use of financial acumen to support strategic decisions based on financial analysis - provide advice to managers to use financial resources...

  • Financial Advisor

    3 weeks ago

    Surrey, Canada Burke Recruiting Inc. Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: - providing financial leadership, advice, analysis and reporting for the organization - use of financial acumen to support strategic decisions based on financial analysis - provide advice to managers to use financial resources...

  • Financial Advisor

    3 weeks ago

    Surrey, Canada Burke Recruiting Inc. Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: - providing financial leadership, advice, analysis and reporting for the organization - use of financial acumen to support strategic decisions based on financial analysis - provide advice to managers to use financial resources...

  • Financial Advisor

    5 days ago

    Surrey, Canada Blu Codes Inc Full time

    Overview: **Responsibilities**: - Provide financial advice and guidance to clients on Life insurance, Visitor Insurance, investment strategies, retirement planning, and wealth management - Conduct in-depth financial analysis and research to develop personalized financial plans - Assist clients with cash management, budgeting, and debt reduction strategies -...

  • Financial Advisor

    3 weeks ago

    Surrey, BC, Canada Burke Recruiting Inc. Full time

    Our well established New Westminster client is looking for a Financial Advisor to add to their team: You will be responsible for: - providing financial leadership, advice, analysis and reporting for the organization - use of financial acumen to support strategic decisions based on financial analysis - provide advice to managers to use financial resources...

  • Financial Advisor

    4 weeks ago

    Surrey, 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...

  • Administrative Assistant

    5 days ago

    Surrey, Canada LBK Financial Planning Full time

    Administrative Assistant Position Overview This opportunity will be for a part time position. The position is contingent on experience. Opportunities for advancement are available for those aspiring to become full time advisors or focus on portfolio management or insurance in the future. Our hiring advisor specializes in portfolio management, comprehensive...

  • Premier Banking Advisor

    1 week ago

    Surrey, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Insurance Advisor

    1 day ago

    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor at our Ocean Park office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Insurance Advisor

    7 days ago

    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Grandview Central branch in Surrey, BC.. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Insurance Advisor

    2 weeks ago

    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our King George Hub office in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...

  • Insurance Advisor

    4 weeks ago

    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Guilford Village branch located in Surrey, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Administrative Assistant

    4 weeks ago

    Surrey, Canada Rajni Sharma Financial Services Full time

    **Role Summary** We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales...

  • Finance Advisor

    4 weeks ago

    Surrey, Canada Star Group Full time

    Our company provide financial services to clients from various banks in Canada. We are looking for financial advisors who can work with us and deliver services to clients. - Full training and support will be provided. - New fresher or experienced in industry are welcomed. - You can work as full time / part time as per your flexible time. - Basic computer...

  • Administrative Assistant

    1 week ago

    Surrey, Canada Rajni Sharma Financial Services Full time

    Role Summary We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales...

  • Insurance Advisor Trainee

    4 weeks ago

    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee in our Guildford Village branch in Surrey, BC. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...

  • People & Performance Advisor

    5 days ago

    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for a People & Performance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for a People & Performance Advisor in Surrey, BC at our Head Office (hybrid). Discover what’s possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for...

  • Administrative Assistant

    2 days ago

    Surrey, Canada Tate Financial Full time

    **Position**: Administrative Assistant Monday to Friday, 9am to 2pm - Please Note - This is an in-office position and is not available for remote or hybrid work arrangements._ **Location**: South Surrey **About Us**: As an independent financial planning firm, we help clients insure, invest, and protect their future security through exceptional portfolio...

  • Financial Services Associate

    7 days ago

    Surrey, 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...

  • Financial Services Associate

    4 weeks ago

    Surrey, 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...