Client Financial Advisor II

4 weeks ago

Thunder Bay, Ontario, Canada CIBC Full time

CIBC Bank is seeking dedicated and skilled professionals to join our team as Client Financial Advisors. In this role, you will have the chance to cultivate essential client relationships, comprehend their financial aspirations, and deliver tailored services and solutions to foster their financial prosperity.

  • Client Interaction - Engage with clients to grasp their individual and business objectives, offer guidance on potential solutions, and formulate a comprehensive financial strategy.
  • Network Development - Participate in outreach initiatives to demonstrate your commitment to client welfare, broaden your professional network, strengthen existing connections, and align clients with suitable opportunities.
  • Digital Proficiency - Become proficient in technology and assist clients in navigating mobile banking tools to effectively manage their financial needs.

Key Attributes:

  • Client-Centric Mindset - Communicate effectively to identify optimal solutions and surpass client expectations.
  • Results-Driven Attitude - Eager to meet objectives and consistently perform at your highest level.
  • Detail-Oriented Perspective - Identify nuances that others may miss and apply critical thinking in your decision-making processes.
  • Interpersonal Skills - Value relationships, connect with a diverse clientele, and establish rapport through respect and authenticity.
  • Passion for Knowledge - Demonstrate enthusiasm for learning and a curious outlook.
  • Certification Requirement - Must possess current mutual funds accreditation.
  • Experience Criteria - At least one year of experience in client-facing roles and sales.
  • Values Alignment - Uphold principles of trust, collaboration, and accountability in all aspects of your professional conduct.

What We Offer at CIBC Bank:

  • Attractive salary, performance-based incentives, comprehensive banking benefits, social benefits program, pension plan, employee stock purchase plan, vacation time, wellness support, and a social recognition initiative.
  • Opportunities for professional growth and innovation within a supportive environment.
  • A culture that promotes personal development and offers initiatives such as dedicated personal growth days.

Work Arrangement:

Permanent

Weekly Commitment:

37.5 hours

Essential Skills:

Outbound communication, Results-oriented mindset, Regulatory compliance, Customer experience enhancement, Client relationship management, Digital literacy, Goal setting, Financial product knowledge, Problem-solving capabilities.

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