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Senior Investment Consultant

3 months ago

Toronto, Ontario, Canada Canadian Imperial Bank of Commerce Full time
Senior Investment Consultant - IIROC

Join our team at Canadian Imperial Bank of Commerce, where we are committed to building a relationship-focused financial institution that caters to the needs of modern clients. We seek dedicated and talented professionals who prioritize the best interests of our clients.

What You Will Be Doing

As a key member of our Personal and Business Banking Team, you will be responsible for managing and expanding a dedicated client portfolio through effective relationship management. Your role as a Senior Investment Consultant will involve delivering on our Imperial Service model, taking charge of a substantial portfolio, and assisting clients in planning for both their immediate and future financial goals.

You will actively engage with both new and existing clients to forge lasting connections, understand their objectives, and develop comprehensive financial strategies using advanced tools provided by CIBC. Your expertise will guide clients in making informed decisions about their financial futures. Flexibility in working hours, including evenings and weekends, is essential, as is the ability to work across multiple banking centers within a reasonable distance.

How You Will Succeed

  • Client Engagement: Prioritize each client interaction by connecting on a personal level, delivering trusted investment guidance, and crafting tailored financial plans to strengthen existing relationships while cultivating new ones.
  • Business Development: Gain a deep understanding of your local market and potential clientele to formulate a comprehensive sales strategy that converts leads into loyal clients. Utilize your relationship-building skills to create opportunities and achieve tangible results.
  • Community Involvement: Enhance CIBC's brand presence in your community by participating in local events and outreach initiatives, expanding your network to foster connections that will lead to future opportunities.

Who You Are

  • Client-Centric: You are dedicated to finding the right solutions for clients and go above and beyond to ensure their satisfaction.
  • People-Oriented: You value relationships and build a diverse network of partners, connecting with others through respect and authenticity.
  • Ownership Mentality: You thrive when empowered to take initiative and achieve results.
  • Goal-Driven: You are motivated by reaching your objectives and making a positive impact.
  • Empathetic Listener: You respect diverse perspectives and learn from the experiences of others.
  • Influential: You understand the importance of relationships and networks in achieving success.
  • Adaptable: You embrace change and continuously seek to improve your approach.
  • Experienced: You possess 1.5 to 3 years of experience in a financial advisory role, managing and growing your own client portfolio.
  • Certified Professional: You hold current IIROC accreditation and meet licensing requirements, including the Canadian Securities Course (CSC) and other relevant certifications.
  • Values-Driven: You bring your authentic self to work and embody our core values of trust, teamwork, and accountability.

What CIBC Offers

At CIBC, we prioritize your professional aspirations. We aim to create opportunities that align with your strengths and ambitions, offering more than just a paycheck.

  • We recognize your contributions through competitive compensation, incentive pay, comprehensive benefits, a pension plan, an employee share purchase plan, vacation offerings, and wellbeing support.
  • Our innovative workspaces and technological resources facilitate collaboration and the development of impactful solutions for our clients.
  • We foster a culture that encourages personal growth through initiatives like Purpose Day, a dedicated paid day off for your development.

Additional Information

  • CIBC is committed to fostering an inclusive environment where all team members and clients feel valued. We welcome applicants from diverse backgrounds and provide an accessible candidate experience.
  • Candidates must be legally eligible to work in the specified locations and may be required to complete assessments during the application process.