Associate Financial Advisor

4 months ago

Niagara Falls, 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_
- 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).-
- You’re a certified professional (Ontario). 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 have obtained the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).-
- 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 de

  • Financial Insurance Advisor

    6 months ago

    Niagara, Canada Serenia Life Financial Full time

    Location: Ontario Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...

  • Life Insurance Sales Advisor

    5 months ago

    Niagara Falls, Canada Neilson Financial Services Full time

    **Company Description** At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice. We have...

  • Life Insurance Sales Advisor

    7 months ago

    Niagara Falls, Canada Neilson Financial Services Full time

    Job DescriptionWe are currently looking for a highly skilled, driven, and enthusiastic Full-Time Life Insurance Sales Advisor to join our growing Canadian team! As a Life Insurance Sales Advisor, you will play a pivotal role in helping individuals and families make informed decisions about their financial security. Leveraging our product portfolio, you will...

  • Financial Advisor

    3 months ago

    Smiths Falls, Canada Royal Bank of Canada Full time

    Job SummaryJob Description*This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Rideau Lakes communities. Includes locations such as; Perth, Smiths Fall, Portland and Sharbot Lake. Qualified applicants will be contacted to revie

  • Senior Wealth Advisor

    2 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Job Title: Senior Wealth AdvisorAbout the Role:We are seeking a highly skilled Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a Senior Wealth Advisor, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.Key...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Inc Full time

    Senior Wealth AdvisorAbout the RoleWe are seeking a highly skilled Senior Wealth Advisor to join our team at Aviso Wealth Inc. As a Senior Wealth Advisor, you will be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key ResponsibilitiesProvide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Inc Full time

    Senior Wealth AdvisorAbout the RoleWe are seeking a highly skilled Senior Wealth Advisor to join our team at Aviso Wealth Inc. As a Senior Wealth Advisor, you will be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key ResponsibilitiesProvide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorJoin our team of experienced professionals at PenFinancial Credit Union as a Senior Wealth Advisor. In this pivotal role, you will provide expert financial advice to high-net-worth members, fostering relationships and enhancing the overall wealth management experience.Key Responsibilities:Provide complex financial advice to...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorJoin our team of experienced professionals at PenFinancial Credit Union as a Senior Wealth Advisor. In this pivotal role, you will provide expert financial advice to high-net-worth members, fostering relationships and enhancing the overall wealth management experience.Key Responsibilities:Provide complex financial advice to...

  • International Student Advisor

    5 months ago

    Niagara Falls, Canada University of Niagara Falls Canada Full time

    **Position Job Title**: International Student Advisor **Employment Type**: Full-Time, Permanent (Onsite) **Reports To**: Student Experience Manager **Overview** **The University of Niagara Falls Canada (UNF)** is a subsidiary of GUS Canada and part of the Global University Systems (GUS) network. GUS is one of the largest education groups in the world;...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a Senior Wealth Advisor, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.Key...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a Senior Wealth Advisor, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.Key...

  • Senior Wealth Advisor

    4 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key ResponsibilitiesProvide...

  • Senior Wealth Advisor

    4 weeks ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key ResponsibilitiesProvide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Inc Full time

    Senior Wealth AdvisorAt Aviso Wealth Inc, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Full time

    Senior Wealth AdvisorAt Aviso Wealth, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...

  • Senior Wealth Advisor

    1 month ago

    Niagara Falls, Ontario, Canada Aviso Wealth Inc Full time

    Senior Wealth AdvisorAt Aviso Wealth Inc, we're seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to high-net-worth individuals, fostering relationships, and enhancing the overall wealth management experience.Key Responsibilities:Provide...