Financial Advisor

1 month ago

Flin Flon, Canada CIBC Full time

Description

As a Financial Advisor at CIBC, you will be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You will deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals.

Key Responsibilities

  • Client Engagement: Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning, including day-to-day banking, investments, lending, and estate planning.
  • Business Development: Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom-line results.
  • Community Involvement: Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

What You'll Need

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
  • You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  • You're goal-oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
  • You can demonstrate 1-3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • You're a certified professional (MFDA). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

  • We work to recognize you in meaningful, personalized ways, including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan, and MomentMakers, our social, points-based recognition program.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Language

French and English

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