Investment Consultant

1 month ago

Oshawa, Ontario, Canada CIBC Full time

At CIBC, we are committed to establishing a client-focused banking experience for the contemporary world. We seek skilled and enthusiastic professionals who are passionate about serving our clients' best interests. Our philosophy is to empower our team members to make significant contributions and to be recognized for their unique talents and efforts. For more information about CIBC, please visit our website.

Key Responsibilities:

  • Client Relationship Management - Prioritize customer satisfaction and cultivate personal connections to ensure every interaction is impactful. Provide customized advice and solutions for various financial planning needs, including everyday banking, investments, loans, and estate planning. Broaden your network to forge new client relationships.
  • Business Development - Analyze your local market and prospective clients to develop a sales strategy that converts leads into new CIBC customers. Utilize exceptional relationship-building skills to create business opportunities and achieve measurable outcomes. Leverage CIBC's diverse range of credit and investment products to deliver a needs-based approach that results in satisfied clients and increased referrals.
  • Community Involvement - Advocate for the CIBC brand within your community by engaging in local events and marketing initiatives. Expand your network to build enduring connections that will yield future opportunities.

Desired Attributes:

  • Customer-Focused - Communicate effectively to identify the right solutions and exceed client expectations because it is the right thing to do.
  • Relationship-Oriented - Find fulfillment in your interactions with others, fostering a diverse network of partners through respectful and genuine engagement.
  • Proactive Mindset - Excel in taking initiative, surpassing expectations, and delivering results.
  • Target-Driven - Motivated by achieving objectives and committed to delivering excellence.
  • Qualified Professional - Possess the necessary certifications related to financial advisory services and meet membership requirements.
  • Value-Driven - Embody trust, teamwork, and accountability in alignment with our core values.

What CIBC Offers:

  • Rewarding opportunities including competitive compensation, performance-based incentives, banking benefits, a social benefits program*, a defined benefit pension plan*, an employee share purchase plan, vacation, well-being support, and a points-based social recognition program.
  • Collaborative opportunities in innovative environments with advanced technological tools to create solutions that enhance customer experiences.
  • A culture that supports your ambitions with initiatives like Purpose Day, a paid day off dedicated to your growth and development.

Important Information:

  • CIBC is dedicated to fostering an inclusive workplace where all team members and clients feel valued. We welcome candidates with diverse skill sets and provide an accessible application process.
  • Candidates must be legally eligible to work in Canada and hold a valid work or study permit when necessary.
  • Assessments based on attributes and other skills tests may be required to better understand your qualifications and potential contributions.

Work Location:

Oshawa

Employment Type:

Permanent

Weekly Working Hours:

37.5

Required Skills:

Results-Oriented, Community Engagement, Financial Advisory, Business Development, Client Relationship Management, Portfolio Management, Investments, Loans

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