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Investment Consultant

3 months ago

Surrey, British Columbia, Canada CIBC Full time

Position: Financial Services Consultant

Company: CIBC Bank

Overview: As a key member of the Personal and Business Banking division, you will cultivate and enhance your client portfolio by delivering exceptional relationship management, comprehensive financial solutions, and outstanding customer service. In your role as a Financial Services Consultant, you will adopt the CIBC Imperial Service methodology, serving as the primary contact for your clients, assisting them in strategizing to fulfill their immediate requirements and attain their long-term objectives. You will forge enduring relationships and offer prudent financial guidance to empower clients in securing their future, acquiring assets, and expanding their enterprises. Flexibility to work during banking hours, including evenings and weekends, is essential. To ensure a superior customer experience, you should be prepared to operate at various bank locations within a reasonable range.

Core Responsibilities:

  • Client Engagement: Prioritize each client's journey and foster a personal connection to make every interaction significant. Provide customized advice and solutions across all facets of financial planning, including everyday banking, investments, loans, and estate management. Broaden your network to establish new client relationships.
  • Business Development: Gain insights into your local market and potential clientele to devise a sales strategy that transforms leads into new CIBC customers. Utilize your robust relationship-building and networking abilities to create opportunities, generate tangible outcomes, and leverage a diverse array of credit and investment solutions to adopt a needs-based approach that leads to loyal and satisfied clients.
  • Community Involvement: Promote the CIBC brand within your community by engaging in local events and marketing efforts. Expand your network to cultivate lasting connections that will yield future opportunities.

Qualifications:

  • Client-Focused: Communicate effectively to identify the right solutions, surpass expectations, and prioritize customer needs.
  • People-Centric: Build meaningful relationships, respect others, and exhibit authenticity.
  • Proactive Mindset: Excel in taking initiatives, exceeding expectations, and delivering results.
  • Goal-Driven: Motivated by achieving objectives and committed to adding value.
  • Experience: Proven experience in delivering financial advice to clients, cultivating relationships, and achieving performance targets.
  • Professional Credentials: Possess a valid certification that meets the registration criteria with relevant authorities.

What CIBC Provides:

  • Competitive salary, performance-based incentives, banking benefits, health benefits program, defined benefits pension plan, employee stock purchase plan, and a social recognition program.
  • Technological resources and collaborative environments to encourage innovation and enhance client service.
  • A culture that promotes expressing ambition through initiatives like a dedicated day off for personal growth and development.

Employment Type: Permanent

Weekly Hours: 37.5

Required Skills: Results-oriented, Community engagement, Financial advisory, Business growth, Portfolio management, Investments, Loans, Customer relations