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Client Financial Advisor II
3 months ago
Position Title: Client Financial Advisor
Organization: CIBC
Become a part of CIBC, where we are dedicated to creating a client-focused banking experience for today's world. We seek skilled and enthusiastic individuals who are passionate about serving our clients' best interests. At CIBC, we leverage your unique talents and aspirations to empower you to make a meaningful impact. Our team members are provided with the resources necessary to contribute effectively and be recognized for their individuality and contributions.
As a vital member of the Personal and Small Medium Enterprise Banking Services division, you will operate in a vibrant banking environment where your efforts will significantly enhance our clients' financial journeys. In the role of Client Financial Advisor, you will cultivate essential client relationships, comprehend their financial and personal objectives, deliver tailored and informed service, and propose products and solutions to secure their financial well-being. Flexibility to work during banking hours, including evenings and weekends, and the willingness to serve at various banking locations within a reasonable range is essential to provide an outstanding client experience.
Key Responsibilities:
- Client Interaction - Engage with clients to identify their personal and business priorities, offer advice on potential solutions, and develop a comprehensive financial strategy. Utilize your expertise in cash management, credit, investments, and asset protection to assist clients in reaching their goals.
- Network Development - Participate in marketing and networking initiatives to showcase your commitment to clients and the community. Broaden your professional network, strengthen existing connections, and collaborate with colleagues to link clients with appropriate resources and opportunities.
- Technology Expertise - Become proficient in technology. Share your insights by demonstrating our mobile banking tools to assist clients in managing their banking needs more effectively.
Qualifications:
- Client-Centric - Communicate effectively to identify the right solutions and surpass expectations.
- Results-Driven - Driven to meet objectives and consistently deliver exceptional performance.
- Detail-Oriented - Attentive to details and employ critical thinking in decision-making processes.
- People-Focused - Value relationships and engage in respectful and genuine communication with others.
- Enthusiastic Learner - Eager and passionate about gaining new knowledge.
- Certified Professional - Possess a valid certification in mutual funds or an equivalent qualification.
- Experience - Have at least one year of experience in client engagement and sales achievements. Previous experience in a similar banking role is advantageous.
- Values-Oriented - Demonstrate trust, teamwork, and accountability in the workplace.
What CIBC Offers:
- Competitive salary along with performance-based incentives
- Comprehensive benefits package including health coverage, pension plan, employee stock purchase options, vacation time, wellness support, and a recognition program
- Opportunities for professional growth and development, including initiatives like Purpose Day for personal investment and advancement
Work Environment:
Location: Kemptville
Employment Type: Permanent
Weekly Hours: 37.5
Required Skills: Outbound communication, Results-oriented, Regulatory compliance, Customer Experience (CX), Customer Relationship Management, Digital proficiency, Goal setting, Financial products, Problem-solving abilities
