Associate Financial Advisor

6 months ago

Lower Sackville, 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 work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.-
- Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.-
- Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.- 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 goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.-
- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.-
- 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 love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.-
- You can demonstrate 2 - 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.-
- You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).-
- 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 developmentWhat 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

PCF-Lower Sackville

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Building Relationships, Financial Services, Influencing Others, Investmen

  • Associate Financial Advisor

    6 months ago

    Lower Sackville, 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...

  • Associate Financial Advisor

    7 months ago

    Lower Sackville, 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 Advisor

    6 months ago

    Sackville, Canada Scotiabank Full time

    Requisition ID: 192596 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...

  • Branch Office Administrator

    2 months ago

    Lower Sackville, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...

  • Branch Office Administrator

    2 months ago

    lower sackville, Canada Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Financial Consultant Partner

    2 weeks ago

    Lower Sackville, Nova Scotia, Canada Edward Jones Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our team as a Branch Office Administrator. As a critical member of the branch team, you will work closely with the financial advisor to provide exceptional personalized service to clients, helping them achieve their long-term financial goals. Your responsibilities will include...

  • Branch Office Administrator

    2 months ago

    Lower Sackville, Canada Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    2 months ago

    Lower Sackville, Canada Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    2 months ago

    Lower Sackville, Canada Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    3 weeks ago

    Lower Sackville, Canada Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    3 weeks ago

    Lower Sackville, Canada Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team . At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Associate Veterinarian

    6 months ago

    Lower Sackville, Canada VetStrategy Full time

    **Cobequid Animal Hospital in Lower Sackville, Nova Scotia** was built in 2002 and provides modern equipment. We have been proudly holding an AAHA accreditation for over 26 years! Our practice believes in offering a wide range of services to our clients, such as routine services, emergency services during open hours, but also canine rehab, chemotherapy,...

  • Accounts Receivable Associate

    6 months ago

    Lower Sackville, Canada Payzant Building Products Ltd. Full time

    Here at Payzant we are a locally owned company known for our commitment to quality. In a phase of exciting growth we are looking to enrich our credit team with an **Accounts Receivable Associate.** This role is ideal for a professional who thrives in a dynamic environment and has a passion for financial accuracy and efficiency. This is a full-time,...

  • Insurance Advisor

    3 weeks ago

    Sackville, 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 Sackville office in New Brunswick. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...

  • Personal Banking Associate

    7 months ago

    Lower Sackville, Canada TD Bank Full time

    **Personal Banking Associate**: - 418222BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 752 Sackville Drive **Employment Type** - Regular **City** - Lower Sackville **Time Type** - Full Time **Province/State** - Nova Scotia **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Branch Office Coordinator

    2 months ago

    Lower Sackville, Nova Scotia, Canada Edward Jones Full time

    About the RoleAs a Branch Office Administrator at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. You will work closely with financial advisors to provide exceptional personalized service, identify opportunities to create efficiency, and manage multiple priorities in a deadline-driven environment.Key...

  • Insurance Advisor, Sackville Nb

    1 month ago

    Sackville, 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 Sackville office in New Brunswick. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...

  • Insurance Advisor

    2 months ago

    Sackville, Canada Westland Insurance Full time

    Sackville, NB, 43 Main St, Sackville, New Brunswick, Canada Req #3491 Tuesday, October 8, 2024 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 Sackville office in New Brunswick. Do you love to talk about insurance and provide...

  • Insurance Advisor

    1 month ago

    Sackville, Canada Westland Insurance Full time

    Sackville, NB, 43 Main St, Sackville, New Brunswick, Canada Req #3491 Monday, November 4, 2024 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 Sackville office in New Brunswick. Do you love to talk about insurance and provide...

  • Admissions Advisor

    2 months ago

    Lower Mainland, Canada Sprott Shaw College Full time

    _Are you motivated by using your talents to support others? Come work for one of BC’s top regulated colleges!_ - Established in 1903, Sprott Shaw College is a regulated post-secondary institution with 16 government-designated campuses across British Columbia. We take great pride in educating and preparing our students for rewarding and relevant careers in...