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 contemporary world. We seek skilled and enthusiastic professionals committed to serving our clients with integrity. To discover more about CIBC, please visit our website.

Key Responsibilities:

  • Client Relationship Management - Focus on enhancing the customer experience by fostering personal connections to ensure every interaction is significant. Provide customized advice and solutions across various financial planning areas, including daily banking, investments, loans, and estate management. Grow your network to develop new client relationships.
  • Market Development - Analyze your local market and prospective clients to formulate a sales strategy that transforms leads into new CIBC customers. Utilize your strong relationship-building capabilities to generate business opportunities and achieve measurable outcomes. Leverage CIBC's diverse credit and investment offerings to adopt 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 efforts. Broaden your network to forge enduring connections that will lead to future opportunities.

Desired Attributes:

  • Customer-Focused - Communicate effectively to identify the right solutions and surpass expectations because it is the right thing to do.
  • Relationship-Oriented - Derive satisfaction from your interactions with others, cultivating a diverse network of partners through respectful and genuine engagements.
  • Proactive Mindset - Excel in taking initiative, surpassing expectations, and delivering results.
  • Goal-Driven - Inspired by achieving objectives and committed to providing your best to deliver exceptional outcomes.
  • Certified Professional - Possess the necessary qualifications related to financial advisory and meet the required membership standards.
  • Value-Driven - Exemplify trust, teamwork, and accountability in alignment with our core values.

What CIBC Provides:

  • Rewarding opportunities, including a competitive salary, 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 equipped with technological tools to develop solutions that enhance customer experiences.
  • A culture that nurtures your ambitions with initiatives like Purpose Day, a paid day off dedicated to your 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.
  • Must be legally eligible to work in Canada and hold a valid work or study permit when necessary.
  • May be required to complete assessments based on attributes and other skills evaluations to gain insights into your qualifications.

Work Location:

Oshawa

Employment Type:

Permanent

Weekly Working Hours:

37.5

Skills:

Results-Oriented, Community Connections, Financial Consultation, Business Development, Customer Relationship Management, Portfolio Management, Investments, Loans

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