Financial Services Specialist/ Financial Advisor

6 months ago


Sherbrooke, 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 (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

Sherbrooke-King&Belvedere

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Business Development, Client Relationship, Community Connections, Financial


  • Financial Advisor

    19 hours ago


    Sherbrooke, Quebec, Canada Royal Bank of Canada> Full time

    Expert Banking Advisor Job OverviewWe are seeking an experienced Financial Advisor - High-Value Relationship Specialist to join our team at Royal Bank of Canada. This role involves building and maintaining high-value relationships with clients, providing expert advice on banking, investments, and credit.About the RoleThis is a full-time position based in...


  • Sherbrooke, Quebec, Canada National Bank Full time

    About the Role:As a Private Wealth Advisor in the Commercial & Private Banking 1859 team, you will act as a preferred financial specialist for wealthy clients, leveraging your exceptional customer service skills, ability to build strong trusting relationships, and in-depth knowledge of financial planning.Key Responsibilities:Develop the wealthy clientele...

  • Financial Advisor

    5 months ago


    Sherbrooke, 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...


  • Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full time

    Job OpportunityRBC Dominion Securities Inc. is seeking an exceptional candidate to join our advisory team as an Associate. The selected individual will be responsible for providing exceptional service to clients, advisors, and internal partners.Key ResponsibilitiesManage incoming telephone and email contacts from clients, advisors, and other...


  • Sherbrooke, Quebec, Canada Sun Life Full time

    Unlock Your Earning Potential as a Financial Freedom SpecialistAbout Sun Life:Sun Life is a leading financial services company dedicated to helping individuals and families achieve their long-term goals. As a Financial Freedom Specialist, you will play a key role in building and growing your own business, providing trusted advice and personalized financial...


  • Sherbrooke, Quebec, Canada Sun Life Full time

    Unlock your potential as a Sun Life advisor and take control of your financial future.As a Sun Life advisor, you'll have the opportunity to build a successful business, enjoy financial independence, and achieve a better work-life balance.With exceptional training and support, you'll be equipped to provide trusted advice and deliver personalized financial...


  • Sherbrooke, Canada Desjardins Full time

    As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...


  • Sherbrooke, Quebec, Canada Sun Life Full time

    Are you looking for a career that offers financial freedom and work-life balance?Sun Life is seeking a motivated and entrepreneurial individual to join our team as a Financial Advisor.As a Sun Life Advisor, you will receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your...


  • Sherbrooke, Quebec, Canada beBee Professionals Full time

    We are seeking a highly skilled Payroll Specialist for Financial Services to join our team at beBee Professionals. The successful candidate will be responsible for the accurate and timely processing of payrolls for our clients.The ideal candidate should have a Bachelor's degree in Accounting, Finance, or a related field, as well as a minimum of two years of...


  • Sherbrooke, Quebec, Canada Sun Life Full time

    Are you ready to take control of your life and career?Sun Life is seeking a highly motivated and entrepreneurial Financial Freedom Specialist to join our team.About the Role:We are looking for someone who is passionate about helping others achieve financial independence and work-life balance. As a Financial Freedom Specialist, you will be responsible for...


  • Sherbrooke, Quebec, Canada Sun Life Full time

    Unlock Your Potential with Sun LifeWe are seeking a highly motivated and driven individual to join our team as a Financial Independence Specialist. As a key member of our organization, you will have the opportunity to build a successful business, achieve financial independence, and enjoy a work-life balance.About the RoleThis is an exciting opportunity for...


  • Sherbrooke, 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...


  • Sherbrooke, 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...


  • Sherbrooke, Canada BMO Financial Group Full time

    955 King Street East Sherbrooke Quebec,J1G 1E3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Sherbrooke, Quebec, Canada Scotiabank Full time

    As a Mortgage Advisor at Scotiabank, you will play a crucial role in building strong relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.The ideal candidate will possess a strong commitment to trust development, client experience, and delivering exceptional service.You will be responsible...


  • Sherbrooke, Quebec, Canada BRP Full time

    Job DescriptionWe are seeking a skilled Financial Consolidation Specialist to join our external reporting and consolidation team. As a key member of the team, you will be responsible for assisting the senior analyst and manager in the preparation of the monthly internal consolidated financial information and related analysis. Your role will involve working...


  • Sherbrooke, Quebec, Canada Royal Bank of Canada> Full time

    Job OverviewWe are seeking an Expert Financial Relationship Manager to join our team at Royal Bank of Canada. As an RBC Financial Advisor, you will attract and grow relationships with high-value clients, providing proactive advice and collaborating with partners to help clients achieve their goals.About the RoleThis is a salaried position, offering a...


  • Sherbrooke, Canada BMO Financial Group Full time

    65 rue Belvedere N, # 230 Sherbrooke Quebec,J1H 4A7 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be...


  • Sherbrooke, Canada MICA Cabinets de services financiers Full time

    Nous sommes à la recherche d’un planificateur financier afin de joindre l’équipe et de répondre aux besoins de la clientèle. La personne choisie devra faire preuve d’ouverture, de flexibilité et de courtoisie autant avec l’équipe en place qu’avec les clients. Nous cherchons une personne efficace mais dynamique dans son approche financière et...


  • Sherbrooke, Quebec, Canada Royal Bank of Canada> Full time

    **Role Overview**This exciting opportunity at Royal Bank of Canada is for a Financial Services Representative to provide exceptional client service and drive sales in our Sherbrooke location. As a key member of our team, you will play a crucial role in helping clients achieve their financial goals and objectives.Salary:$60,000 - $80,000 per year (estimated...