Financial Investment Advisor
4 weeks ago
At Canadian Imperial Bank of Commerce, we are committed to creating a relationship-focused banking experience tailored for today's world. We seek dedicated and skilled professionals who prioritize the best interests of our clients.
We value your unique strengths and aspirations, empowering you to make a significant impact in your role. Our team members are recognized for their contributions and individuality.
Key Responsibilities
As a member of our Investment Specialist team within Personal and Business Banking, you will collaborate with colleagues to foster enduring relationships with current clients and deliver tailored investment strategies that promote their financial well-being. Additionally, you will engage in community outreach to cultivate new client connections.
We believe in providing an optimal work environment that allows you to excel in your position. This role requires full-time on-site engagement.
How You Will Excel
- Client Engagement - Prioritize each client interaction, ensuring a personal touch that enhances their experience. Adapt to your clients' schedules to build relationships that align with their lifestyles. Work alongside Banking Centre teams to deepen existing relationships by offering customized investment guidance and comprehensive financial planning.
- Business Development - Gain a thorough understanding of your local market and potential clientele. Collaborate with your banking centre team to develop a strategic sales plan that transforms leads into meaningful relationships. Leverage your networking abilities to create opportunities and achieve measurable results.
- Community Involvement - Elevate the CIBC brand within your community by initiating local marketing efforts and outreach programs. Forge connections with local organizations to make a positive impact. Expand your professional network while establishing lasting relationships that can lead to future opportunities.
Who You Are
- Ownership Mentality - You thrive when given the autonomy to lead, exceed expectations, and achieve results.
- Goal-Oriented - You are driven by the desire to meet your objectives and make a meaningful contribution.
- People-Centric - You value relationships and build trust through respect and authenticity.
- Collaborative Spirit - You recognize that teamwork can elevate ideas and foster a shared vision.
- Certified Professional - You hold current accreditation and maintain good standing with a Mutual Funds License. Within your first year, you will be expected to complete additional certifications relevant to your role.
- Values-Driven - You bring your authentic self to work, embodying our core values of trust, teamwork, and accountability.
What We Offer
At CIBC, your professional aspirations are our priority. We focus on your strengths and ambitions, creating opportunities that align with your potential.
- We recognize your contributions through competitive compensation, banking benefits, wellness support, and programs designed for employee and family assistance.
- Our workspaces and technological resources facilitate collaboration, enabling innovative solutions that benefit our clients.
Important Information
- CIBC is dedicated to fostering an inclusive environment where all team members and clients feel a sense of belonging. We welcome applicants from diverse backgrounds and provide an accessible candidate experience.
- Candidates must be legally eligible to work in the specified locations and possess valid work or study permits where applicable.
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