Wealth Management Consultant

1 month ago

Oshawa, Ontario, Canada CIBC Full time

At CIBC, we are dedicated to creating a customer-centric banking experience for the modern era. We seek passionate and skilled professionals committed to prioritizing our clients' needs. To learn more about CIBC, please visit our website.

Key Responsibilities:

  • Client Relationship Management - Focus on enhancing the customer experience by cultivating personal connections that ensure meaningful interactions. Provide customized advice and solutions across various financial planning areas, including everyday banking, investments, loans, and estate planning. Expand your professional network to foster new client relationships.
  • Market Development - Analyze your local market and identify potential clients to devise a sales strategy that transforms leads into new CIBC customers. Utilize exceptional relationship-building skills to create business opportunities and achieve measurable outcomes. Leverage CIBC's diverse credit and investment offerings to adopt a needs-based approach, resulting in satisfied clients and increased referrals.
  • Community Involvement - Advocate for the CIBC brand within your community by engaging in local events and marketing efforts. Build your network to create enduring connections that will yield future opportunities.

Desired Attributes:

  • Customer-Focused - Communicate effectively to identify the right solutions and exceed expectations, driven by a commitment to doing what is right.
  • Relationship-Oriented - Value meaningful relationships with others, fostering a diverse network of partners through respectful and genuine interactions.
  • Proactive Mindset - Excel in taking initiative, surpassing expectations, and delivering results.
  • Goal-Driven - Inspired by achieving objectives and dedicated to delivering exceptional performance.
  • Certified Professional - Possess the necessary qualifications related to financial advisory services and meet membership standards.
  • Integrity-Driven - Embody trust, teamwork, and accountability in alignment with core values.

What CIBC Offers:

  • Competitive compensation packages, including performance-based incentives, banking benefits, social benefits programs, defined benefit pension plans, employee share purchase plans, vacation, well-being support, and a points-based recognition program.
  • Opportunities for collaboration in innovative environments equipped with technological tools to enhance customer experiences.
  • A culture that nurtures your ambitions through initiatives like dedicated days off for personal growth and development.

Important Information:

  • CIBC is committed 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 valid work or study permits when necessary.
  • Assessments based on attributes and skills may be required to gain insights into 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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