Financial Consultant

7 months ago

Toronto, 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

You’ll join CIBC’s Imperial Service Client Advice Team supporting Imperial Service clients. As a Financial Consultant you will utilize developed knowledge of CIBC banking financial services to provide specialized support on all aspects of the financial planning and advice cycle. You’ll review and evaluate the needs of customers while maintaining a standard for World Class Service. You will utilize knowledge and experience on products, policies, processes and procedures to enhance and deepen client relationship.

We want to hear from you if:

- You have current accreditation and good standing of Canadian Securities Course (CSC).
- Successful completion of the Conduct and Practices Handbook (CPH) within 3 months of start date is required. Successful completion of the Wealth Management Essentials (WME) within 30 months of start date is required. It’s an asset to have the Certified Financial Planner (CFP) designation.
- You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
- You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
- You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.

Our Contact Centre is open Monday to Friday 08:00AM to 08:00PM and therefore you will need to be open to working shifts within these days and hours.
- At CIBC we enable the work environment most optimal for you to thrive in your role._ _You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis._
- Ability to work independently in a private and quiet workspace (ie. in a room or office with a door that closes)
- Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)
- Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service

How You’ll Succeed
- Client Engagement - Provide exceptional client experience through delivering trusted advice resulting in consolidation of assets and earn referrals from your clients and friends. Build, maintain and retain client relationships that lead to an in-depth understanding of a client’s goals and financial situation that would enable you to provide high quality financial planning, advice, and recommendations tailored to each client.
- Subject Matter Expert - Engage with several new referrals based and existing clients every day to understand their long term financial goals and objectives and their short term financial needs. Present customized financial recommendations, offer advice and complete sales. Ensure risk to the bank is minimized through file accuracy reviews, which includes ensuring correct documentation has been received from a legal, Anti-Money Laundering and CIBC adherence perspective.
- Business Development - Identify possible process improvements that would increase productivity and ensure optimal efficiency and client satisfaction.

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 act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
- You’re a certified professional. You have current accreditation and good standing of Canadian Securities Course (CSC). Successful completion of the Conduct and Practices Handbook (CPH) within 3 months of start date is required. Successful completion of the Wealth Management Essentials (WME) within 30 months of start date is required. It’s an asset to have the Certified Financial Planner (CFP) designation.
- 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, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

- Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integra

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