Financial Advisor/financial Services Specialist

3 weeks ago

Belleville, 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 Advsior/Financial Services Specialist, 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).-
- 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 Service Specialist

    3 weeks ago

    Belleville, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Specialist page is loaded Financial Service Specialist Apply locations Belleville, ON time type Full time posted on Posted Yesterday job requisition id 2406038 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Service Specialist

    3 weeks ago

    Belleville, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Specialist page is loaded Financial Service Specialist Apply locations Belleville, ON time type Full time posted on Posted Yesterday job requisition id 2406038 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Service Specialist

    4 weeks ago

    Belleville, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Specialist page is loaded Financial Service Specialist Apply locations Belleville, ON time type Full time posted on Posted Yesterday job requisition id 2406038 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Service Specialist

    3 weeks ago

    Belleville, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Specialist page is loaded Financial Service Specialist Apply locations Belleville, ON time type Full time posted on Posted Yesterday job requisition id 2406038 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...

  • Financial Service Specialist

    3 weeks ago

    Belleville, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Financial Planner/Investment Specialist

    6 days ago

    Belleville, ON, Canada Scotiabank Full time

    As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence...

  • Financial Controller

    3 weeks ago

    Belleville, Canada Knowhirematch Full time

    Join Our Team as a Financial Controller in BellevilleWe are seeking a highly experienced Financial Controller to oversee our Canadian finance operations from our Belleville office, contributing to our position as a global leader in recreational and leisure equipment. This role offers a mix of in-office and remote work under a flexible hybrid schedule,...

  • Financial Service Representative

    2 days ago

    Belleville, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Financial Analyst

    4 weeks ago

    Belleville, Canada Umicore Full time

    Canada - Loyalist Umicore Battery Materials Finance Posted on 09-04- About Umicore Reducing harmful vehicle emissions. Powering the cars of the future. Giving new life to used metals. We are the leading circular materials technology company fulfilling its mission to create materials for a better life. With ambitions like this, imagine what you could...

  • executive director

    6 days ago

    Belleville, Canada Tomato Pay Inc. Full time

    Work Term: PermanentWork Language: EnglishHours: 30 to 40 hours per weekEducation: Bachelor's degreeExperience: 3 years to less than 5 yearsWork settingWilling to relocateFinanceTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated...

  • executive director

    6 days ago

    Belleville, Canada Tomato Pay Inc. Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 30 to 40 hours per weekEducation: Expérience: EducationBachelor's degreeWork settingWilling to relocateFinanceTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and...

  • Cashier, Customer Service

    4 weeks ago

    Belleville, Canada Doyle Foods Services Full time

    Education: No degree, certificate or diploma - Experience: Will train **Tasks**: - Operate cash register - Process money, cheques and credit/debit card payments - Suggestive selling - Greet customers **Screening questions**: - Are you available for the advertised start date? - Are you currently legally able to work in Canada? **Financial benefits**: -...

  • Customer Success Specialist

    4 days ago

    Belleville, Canada OT Group Full time

    OT Group is one of the largest independently owned office technology suppliers in Canada. We are focused on providing exceptional customer service, industry-leading technology products and substantial financial value. We have seven locations in Ontario, with our head office in Belleville and our branch offices from Markham through to the Quebec border. Our...

  • Administrative Assistant

    6 days ago

    Belleville, Canada Canadian Imperial Bank of Commerce 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...

  • Administrative Assistants-Temp-Legal

    3 weeks ago

    Belleville, ON, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll play a key part in...

  • Mortgage Specialist

    3 weeks ago

    Belleville, Ontario, Canada BMO Full time

    Application Deadline:04/29/2024Address:210 Front StreetJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO...

  • Human Resources Advisor

    4 weeks ago

    Belleville, Canada Great Canadian Full time

    **SHORELINES CASINO BELLEVILLE** **HUMAN RESOURCES ADVISOR** **Position Summary** This position is responsible for providing administration and support to the Human Resources team and assisting with the implementation and maintenance of HR initiatives. Under the general supervision of the Regional Director, Human Resources, this role ensures adherence to...

  • Administrative Assistant

    3 weeks ago

    Belleville, ON, Canada Canadian Imperial Bank of Commerce 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...

  • Security Specialist

    3 weeks ago

    Belleville, Canada Umicore Full time

    Canada - Loyalist Umicore Battery Materials General Management Posted on 08-04- About Umicore Reducing harmful vehicle emissions. Powering the cars of the future. Giving new life to used metals. We are the leading circular materials technology company fulfilling its mission to create materials for a better life. With ambitions like this, imagine what...

  • Controller

    2 weeks ago

    Belleville, Canada Affinity Full time

    Our Company is the world's leading global manufacturer of recreational and leisure equipment. We offer technically-advanced equipment and products that improve the performance of active lifestyle. We are currently seeking a Financial Controller to join our team. Reporting to the Director Financial Control - North America, the successful candidate is...