Financial Services Consultant

4 weeks ago

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

At CIBC, we are dedicated to fostering a relationship-driven banking experience for our clients in today's dynamic financial landscape. We seek skilled and enthusiastic professionals who are committed to prioritizing our clients' needs.

We value your unique strengths and aspirations, empowering you to excel in your role. Our team members are equipped to make a significant impact and are genuinely appreciated for their contributions.

Key Responsibilities

As a vital member of the Personal and Business Banking division, you will operate in a vibrant Banking Centre, where your efforts will positively influence our clients' financial journeys. In your role as a Financial Services Consultant, you will actively engage with clients, utilizing CIBC's premier mobile and online banking solutions to recommend tailored products and services that promote their financial well-being. Flexibility in working hours, including evenings and weekends, is essential, as is the ability to serve multiple banking centres within a reasonable travel distance.

How You Will Excel

  • Client Engagement: Meet with clients to comprehend their personal and business objectives, offering advice and crafting forward-thinking financial strategies. Leverage your expertise in technology, cash management, credit, investment, and wealth protection to assist clients in achieving their goals.
  • Building Relationships: Participate in marketing and outreach initiatives to demonstrate your commitment to clients and their communities. Expand your network, deepen existing connections, and collaborate as a cohesive team to ensure clients are linked to the appropriate resources and opportunities.
  • Utilizing Technology: Become proficient in technology. Share your insights by guiding clients through our mobile banking applications, enhancing their ability to manage their banking needs effectively.

Who You Are

  • Client-Centric: You prioritize our clients, engaging with intention to discover the best solutions and going above and beyond because it is the right thing to do.
  • Goal-Oriented: You are driven by achieving your objectives and delivering your best to create a meaningful impact.
  • Detail-Oriented: You possess a keen eye for detail, with critical thinking skills that inform your decision-making process.
  • People-Passionate: You find fulfillment in building relationships and maintain a diverse network of partners, connecting with others through respect and authenticity.
  • Eager to Learn: You have a strong desire to expand your knowledge and a natural curiosity.
  • Experienced: You can demonstrate at least one year of experience in client interaction and achieving sales results. Previous banking experience in a similar role is advantageous.
  • Certified: You hold current accreditation and are in good standing with a Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
  • Value-Driven: You bring your authentic self to work and embody our core values of trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your professional aspirations are paramount. We focus on your strengths and ambitions as an employee, striving to create opportunities that unlock your potential. We aim to provide you with a fulfilling career rather than just a paycheck.

  • We recognize your contributions in meaningful, personalized ways, including a competitive salary, incentive pay, banking benefits, a comprehensive benefits program, a defined benefit pension plan, an employee share purchase plan, vacation offerings, well-being support, and our MomentMakers recognition program.
  • Our workspaces and technological resources are designed to facilitate collaboration among innovative minds, driving solutions that make a difference for our clients.
  • We nurture a culture that encourages you to express your ambitions through initiatives like Purpose Day, a paid day off dedicated to your growth and development.

Additional Information

  • CIBC is committed to fostering an inclusive environment where all team members and clients feel a sense of belonging. We welcome applicants with diverse abilities and provide an accessible candidate experience.
  • Applicants must be legally eligible to work in the specified locations and, where applicable, possess a valid work or study permit.
  • We may require you to complete an attribute-based assessment and other skills evaluations to better understand your qualifications and provide you with insights about our organization.

Employment Type

Regular

Weekly Hours

37.5

Skills Required

Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

At CIBC, we are dedicated to assisting our clients, employees, and shareholders in achieving their goals. Our ability to create value for all stakeholders is rooted in a business culture founded on shared values: Trust, Teamwork, and Accountability.

Joining CIBC means becoming part of a work environment committed to our clients, employees, and communities—a place where you can thrive.

Every day, our dedicated employees help clients reach their financial objectives because what matters to our clients, matters to us.

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