Associate Financial Advisor

3 weeks ago

Thunder Bay, 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 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).-
- 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
- Subject to program terms and conditions

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

Expected End Date

2024-05-06

Job Location

Thdr.B

  • Financial Services Associate

    4 weeks ago

    Thunder Bay, 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 Advisor

    5 days ago

    Thunder Bay, Canada Nishnawbe Aski Police Service Full time

    **Why Join Nishnawbe Aski Police Service (NAPS)?** Employing over 230 uniform officers and 40 full-time civilians, NAPS is the largest First Nations police service in Canada and the 2nd largest First Nations police service in North America. NAPS polices 34 communities across the NAN territory which encompasses nearly 2/3 of the Province of Ontario. Not only...

  • Associate

    5 days ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate Financial Services Specialist

    1 month ago

    Thunder Bay, 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

    2 weeks ago

    Thunder Bay, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the Opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...

  • Financial Services Associate

    1 month ago

    North Bay, 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 Registrar, Student Awards

    1 month ago

    Thunder Bay, Canada Lakehead University Full time

    **Job ID**:SCHII-23-19 **Job Title**:Associate Registrar, Student Awards & Financial Aid **Department**:Student Awards & Financial Aid **Campus**:Thunder Bay, ON **Status**: Full Time **Job Category**:Schedule II **Date Posted**:March 18, 2024 **Closing Date**: April 1, 2024 **About this Job** The Associate Registrar, Student Awards & Financial Aid...

  • Client Advisor

    1 month ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Client Advisor

    1 month ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Insurance Advisor Trainee

    5 days ago

    Thunder Bay, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor Trainee at our office in Thunder Bay, ON. This position is for a 1 year contract. Do you love to provide exceptional client service? If so, you will love working for Westland! We are...

  • Natural Resource Advisor

    1 month ago

    Thunder Bay, Canada Nokiiwin Tribal Council Inc. Full time

    **Employment Opportunity** Nokiiwin Tribal Council requires an experienced, knowledgeable, and motivated **Natural Resources Advisor **The Natural Resources Advisor under the direction of the Technical Services Manager, facilitate the compliance of member First Nations’ with regulatory processes of the Ministry of Natural Resources and Forestry (MNRF) and...

  • Natural Resource Advisor

    1 month ago

    Thunder Bay, Canada Nokiiwin Tribal Council Inc. Full time

    **Employment Opportunity** Nokiiwin Tribal Council requires an experienced, knowledgeable, and motivated **Natural Resources Advisor **The Natural Resources Advisor under the direction of the Technical Services Manager, facilitate the compliance of member First Nations’ with regulatory processes of the Ministry of Natural Resources and Forestry (MNRF) and...

  • Natural Resource Advisor

    5 days ago

    Thunder Bay, Canada Nokiiwin Tribal Council Inc. Full time

    **Employment Opportunity** Nokiiwin Tribal Council requires an experienced, knowledgeable, and motivated **Natural Resources Advisor **The Natural Resources Advisor under the direction of the Technical Services Manager, facilitate the compliance of member First Nations’ with regulatory processes of the Ministry of Natural Resources and Forestry (MNRF) and...

  • Client Advisor

    4 weeks ago

    Thunder Bay, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Asset Protection Associate

    4 weeks ago

    Thunder Bay, Canada Walmart Canada Full time

    **Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...

  • Asset Protection Associate

    4 weeks ago

    Thunder Bay, Ontario, Canada Walmart Canada Full time

    Position Summary...To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss.What you'll do...1. Ensure store security by making daily patrols of the...

  • Asset Protection Associate

    7 days ago

    Thunder Bay, Canada Walmart Canada Full time

    **Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: 1. Ensure store security by making daily...

  • Client Advisor

    1 week ago

    Thunder Bay, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    1 week ago

    Thunder Bay, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...

  • Client Advisor

    7 days ago

    THUNDER BAY, Canada Royal Bank of Canada Part time

    Job SummaryWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are...