Financial Services Specialist/ 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 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 Services Advisor

    2 months ago

    Sherbrooke, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will be responsible for providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesRespond to client account inquiries and...

  • Financial Services Advisor

    2 months ago

    Sherbrooke, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will be responsible for providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesRespond to client account inquiries and...

  • Financial Services Advisor

    2 months ago

    Sherbrooke, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will play a critical role in providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesClient Relationship Management: Develop...

  • Financial Services Advisor

    2 months ago

    Sherbrooke, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Financial Services Advisor to join our dynamic team of wealth management professionals. As a key member of our advisory team, you will play a critical role in providing exceptional client service and support to our sophisticated clientele.Key ResponsibilitiesClient Relationship Management: Develop...

  • Sun Life Financial Advisor

    4 weeks ago

    Sherbrooke, Quebec, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?Sun Life is seeking a highly driven and goal-oriented individual to join our team...

  • Sun Life Financial Advisor

    1 month ago

    Sherbrooke, Quebec, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?Sun Life is seeking a highly driven and goal-oriented individual to join our team...

  • Sun Life Financial Advisor

    1 month ago

    Sherbrooke, Quebec, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?Sun Life is seeking a highly driven and goal-oriented individual to join our team...

  • Sun Life Financial Advisor

    1 month ago

    Sherbrooke, Quebec, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?Sun Life is seeking a highly driven and goal-oriented individual to join our team...

  • Senior Financial Specialist

    5 days ago

    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...

  • Financial Services Associate

    2 weeks ago

    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...

  • Sun Life Financial Advisor

    3 weeks ago

    Sherbrooke, Quebec, Canada Sun Life Full time

    Unlock your potential as a Sun Life Financial Advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Key benefits include:Be in charge of...

  • Financial Services Associate

    3 weeks ago

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

    Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join their advisory team as a Financial Services Associate.Key Responsibilities:Provide exceptional client service by responding to inquiries and resolving issues in a timely and professional manner.Support Investment Advisors in general administrative...

  • Financial Services Associate

    3 weeks ago

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

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Associate to join our team at RBC Dominion Securities Inc. As a key member of our advisory team, you will be responsible for providing exceptional client service, supporting investment advisors, and contributing to the growth of our business.Key ResponsibilitiesProvide...

  • Associate - Financial Services

    4 weeks ago

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

    Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join our team as an Associate. This role will provide exceptional client service and support to our Investment Advisors, ensuring seamless day-to-day operations and contributing to the growth of our business.Key Responsibilities:Provide professional...

  • Associate - Financial Services

    4 weeks ago

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

    Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join our team as an Associate. This role will provide exceptional client service and support to our Investment Advisors, ensuring seamless day-to-day operations and contributing to the growth of our business.Key Responsibilities:Provide professional...

  • Associate - Financial Services

    4 weeks ago

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

    Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join their advisory team as an Associate.Key Responsibilities:Provide exceptional client service and support to Investment AdvisorsAssist in the management of client accounts, including administrative duties and data entryPrepare client reviews and...

  • Associate - Financial Services

    4 weeks ago

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

    Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join their advisory team as an Associate.Key Responsibilities:Provide exceptional client service and support to Investment AdvisorsAssist in the management of client accounts, including administrative duties and data entryPrepare client reviews and...

  • Sun Life Financial Services Representative

    2 weeks ago

    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...

  • Financial Services Advisor

    4 weeks ago

    Sherbrooke, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a skilled Associate Advisor to join our dynamic advisory team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.Key ResponsibilitiesRespond to client inquiries and ensure timely follow-upContribute to business planning, client segmentation,...