Financial Advisor-mfda/amf

3 days ago

St Albert, 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.

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).
- 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

St.Albert-200-590 St. Albert

Employment Type

Regular

Weekly Hours

37.5

**Skills

  • Financial Advisor

    5 days ago

    St. Catharines, Canada Basic Financial Services Inc. Full time

    Position: Financial Advisor Who we are: Basic Financial Services is a firm of experienced and knowledgeable professionals who build and assist in the implementation of comprehensive financial plans using a client first approach. We provide a full range of finical solutions with a focus on Financial Planning, Investments, Insurance and...

  • Everyday Banking Advisor 2

    4 days ago

    St. Albert, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Financial Advisor

    2 days ago

    St. Catharines, 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 Advisor

    3 months ago

    St. Catharines, 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...

  • Everyday Banking Advisor 3

    3 days ago

    St. Albert, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Financial Advisor Associate

    1 month ago

    St. Albert, Canada Servus Credit Union Full time

    **Posting Closes**:December 9, 2024 - 4:00 pm **Compensation**:$49,613 - $62,016 based on experience **Employment Status**:Full-time -37.5 hours per week**.** Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed...

  • Everyday Banking Advisor 2

    3 months ago

    St. Albert, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Financial Advisor

    22 hours ago

    St. Albert, Canada Servus Credit Union Full time

    **Salary Range**:$50,850 to $71,091 (dependent on experience level) Servus is growing! We are currently looking for a **Financial Advisor for our St. Albert branch.** Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering...

  • Financial Advisor

    2 days ago

    St. Catharines, 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...

  • Mortgage Advisor

    2 months ago

    St. Albert, Canada BMO Financial Group Full time

    394 St Albert Rd St Albert Alberta,T8N 5J9 Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Advisor can offer you all that and much more. Expect to fill an important and rewarding role - helping customers...

  • Financial Advisor

    2 months ago

    St. Albert, Canada Servus Credit Union Full time

    **Posting Closes**:November 15, 2024 **Employment Status**:Permanent Full-time (37.5 hours per week) **Compensation**: $52,121 to $72,869 per annum base salary (based on experience) **Additional Information**: Monday - Saturday locations with extended hours Thursday and Friday. This position is required to cover St. Albert and Legal Servus is growing! We...

  • Financial Advisor

    4 months ago

    Prince Albert, Canada Conexus Credit Union Full time

    At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...

  • Financial Advisor

    6 months ago

    St. Albert, Canada Scotiabank Full time

    Requisition ID: 194911 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...

  • Strategic Business Advisor

    7 months ago

    St. Albert, Canada City of St. Albert Full time

    **Cultivate your Career** As Alberta's 'Botanical Arts City', St. Albert is a community renowned for its botanical arts, its commitment to a green lifestyle and the cultivation of activities that provide for a well-rounded quality of life. Our employees provide over 70,000 residents with high-quality programs and services and are proud to contribute to...

  • Mortgage Assistant/ Office Admin

    7 months ago

    St. Albert, Canada AMF Equity Loans Full time

    We are seeking a full time, knowledgable, friendly, quick learner for our upcoming position as a mortgage assistant/office admin. Hourly wage -$24/hr health Benefits After 3 months Knowledge with Mortgage terminology, previous financial background a huge asset. **Responsibilities**: - Mortgage documents, amortization schedules, renewal agreements,...

  • Risk and Insurance Advisor

    7 months ago

    St. Albert, Canada City of St. Albert Full time

    **Cultivate your Career** As Alberta's 'Botanical Arts City', St. Albert is a community renowned for its botanical arts, its commitment to a green lifestyle and the cultivation of activities that provide for a well-rounded quality of life. Our employees provide over 66,000 residents with high-quality programs and services and we are proud to contribute to...

  • Elevate Your Career as a Financial Services Advisor

    2 weeks ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    About the RoleAs a Banking Advisor at Royal Bank of Canada, you will be part of a dynamic team dedicated to delivering exceptional customer service and driving business growth. This role is an excellent opportunity for individuals passionate about financial services and looking to build a successful career.

  • Financial Services Associate

    4 months ago

    St. Albert, 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...

  • High Net Worth Financial Advisor

    1 month ago

    St. John's, Newfoundland and Labrador, Canada Royal Bank of Canada> Full time

    OverviewRoyal Bank of Canada is a leading financial institution seeking a skilled Investment Advisor to join its team.Salary and BenefitsThe successful candidate can expect a competitive base salary of $80,000 per year, with unlimited earning potential through commission and fees. Additionally, the bank offers a comprehensive Total Rewards package that...

  • Senior Financial Services Representative

    4 weeks ago

    St. Albert, Alberta, Canada Servus Credit Union Full time

    **About Servus Credit Union**Servus Credit Union is Alberta's largest member-owned credit union, recognized for its commitment to building strong, resilient communities by empowering members to feel good about their money.As a Financial Advisor Associate, you will play a vital role in supporting our members with all their banking needs, preparing documents...