Financial Advisor

3 months ago

Kingston, 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 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 them 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 plan 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 can demonstrate 1 - 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.- You’re a certified professional (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME).- 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 benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.
- Subject to plan and program te

  • Financial Planning Advisor

    4 weeks ago

    Kingston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary: We are seeking an experienced Financial Planning Advisor to join our team at TD Wealth Management. As a Financial Planning Advisor, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve them.Key Responsibilities: Develop and implement comprehensive financial plans for...

  • Advisor Financial Services

    1 month ago

    Kingston, Canada Canadian Imperial Bank of Commerce Full time

    p>Financial Services Associate Locations: Kingston, ON Time Type: Full time Posted on: Posted 2 Days Ago Time left to apply: End Date: November 5, 2024 (5 days left to apply) Job Requisition ID: 2423485 We’re building a relationship-oriented bank for the modern world. com What you'll be doing As a member of the Imperial Service Team, you’ll partner with...

  • Financial Advisor

    6 months ago

    Kingston, 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

    3 days ago

    Kings County (Kingston), Canada RBC Full time

    Job Summary Job Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their...

  • Financial Advisor

    3 days ago

    Kings County (Kingston), Canada RBC Full time

    Job SummaryJob Description What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor-west End, Kingston

    6 months ago

    Kingston, Canada Scotiabank Full time

    Requisition ID: 197979 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Insurance Administrator

    5 months ago

    Kingston, Canada Financial Horizons Group Full time

    Do you often get praise for being a strong communicator? Are you a service oriented individual that loves to stay organized? Do you get satisfaction in completing every piece of a puzzle? Was that three yeses? If so, then you could be the next** Insurance Administrator** to join the FH family! Curious, and want to know more? Keep reading to see if this...

  • Outside Sales Advisor

    5 months ago

    Kingston, Canada Haven Home Heating & Air Conditioning Full time

    Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with customersSpecific...

  • Office Administrator

    6 months ago

    Kingston, Canada Financial Horizons Group Full time

    Do you often get praise for being a strong communicator? Are you a service oriented individual that loves to stay organized? Do you get satisfaction in completing every piece of a puzzle? Was that three yeses? If so, then you could be the next **Office Administrator & Inforce Specialist** to join the FH family! Curious, and want to know more? Keep reading...

  • Financial Services Professional

    4 weeks ago

    Kingston, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    As a key member of the Imperial Service Team at the Canadian Imperial Bank of Commerce, you will play a vital role in supporting Financial Advisors to help high-value clients achieve their financial goals and set up their businesses. Your expertise in cash management, credit, investment, and wealth protection will enable you to provide informed guidance to...

  • Office Administrator

    6 months ago

    Kingston, Canada Financial Horizons Group Full time

    Are you looking for a career and not just another job? Do you see yourself as a strong communicator? Are you someone that loves to stay organized? Is going the extra mile for your clients something you take pride in? If ‘yes’ is the only answer that comes to mind, then you could be the next **Office Administrator **to join the FH family! This is an...

  • Outside Sales Advisor

    6 months ago

    Kingston, Canada Haven Home Heating & Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! **Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid...

  • Sun Life Financial Business Owner

    2 weeks ago

    Kingston, Ontario, Canada Sun Life Full time

    Financial Freedom and IndependenceSun Life is seeking a highly motivated and driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and earn a competitive income.With Sun Life's exceptional training and support, you will be equipped with the skills and knowledge necessary to...

  • Research Security and Compliance Advisor

    6 months ago

    Kingston, Canada Queen's University Full time

    **About Queen's University** Queen’s University is the Canadian research intensive university with a transformative student learning experience. Here the employment experience is as diverse as it is interesting. We have opportunities in multiple areas of globally recognized research, faculty administration, engineering & construction, athletics &...

  • Career Opportunity: Financial Services Professional

    2 weeks ago

    Kingston, Ontario, Canada Sun Life Full time

    Company OverviewSun Life is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals.Estimated Salary$60,000 - $80,000 per year, based on experience and performance.Job DescriptionAs a Sun Life advisor, you will have the opportunity to build your own business, providing trusted advice to clients on...

  • Financial Expert

    3 weeks ago

    Kingston, Ontario, Canada MNP Full time

    Job DetailsDescriptionMNP is a leading national accounting, tax and business advisory firm in Canada, with a culture that thrives in the face of change. We empower our teams to be inspirational, innovative and entrepreneurial.Our Assurance & Accounting team in Kingston is growing, and as a Senior Accountant, you'll play a key role in providing comprehensive,...

  • Client Service Associate

    6 months ago

    Kingston, Canada BMO Financial Group Full time

    67 Brock Street Kingston Ontario,K7L 1R8 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. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...

  • Financial Services Associate

    5 months ago

    Kingston, 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

    1 month ago

    Kingston, 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...

  • Local Tax and Member Services Advisor

    1 month ago

    Kingston, Canada FBC Farm and Small Business Tax Consultants Full time

    Overview As a Local Tax and Member Services Advisors, you will take the time to understand our Member’s financial situation and provide tailored tax strategies that minimize taxes in both the short and long term. In addition, you will introduce them to our full range of services, including bookkeeping, legal assistance, payroll, and access to...