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Financial Services Professional
2 months ago
Join our team of dedicated professionals at the Canadian Imperial Bank of Commerce as a Senior Financial Advisor - CIRO-ID. In this role, you will be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Key Responsibilities:
- Deliver on CIBC's Imperial Service approach, acting as a single point of contact for clients and helping them plan for today's needs and tomorrow's goals.
- Make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses.
- Be flexible to work our banking centre hours, which may include evenings and weekends, and be willing to work at multiple banking centres within a reasonable travel distance.
Requirements:
- 1-3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets.
- 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), Personal Financial Planner (PFP) within 24 months of hire.
- Values matter to you, and you bring your real self to work, living our values - trust, teamwork, and accountability.
What We Offer:
- A competitive compensation package, including a banking benefit*, wellbeing support, and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
- A work environment that enables you to thrive in your role, with spaces and technological tools that 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
At CIBC, we are committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
