Financial Services Professional

2 weeks ago

Richmond Hill, Ontario, Canada CIBC Full time
About the Role

We're seeking a talented Financial Advisor to join our team at CIBC. As a member of our Imperial Service Team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

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.
Requirements
  • You put our clients first and engage with purpose to find the right solutions.
  • You're passionate about people and find meaning in relationships and surround yourself with a diverse network of partners.
  • You act like an owner and thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  • You're goal-oriented and motivated by accomplishing your goals and delivering your best to make a difference.
  • You have 1-3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • You're a certified professional with current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and meet eligibility requirements for CIRO-MFD licensing.
About CIBC

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact us.

We offer a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and Moment Makers, 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.

  • Financial Services Professional

    6 days ago

    Richmond Hill, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Financial Services ProfessionalWe're seeking a skilled Financial Services Professional to join our team at CIBC. As a member of our Imperial Service Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses.Key Responsibilities:Provide administrative and client support to seek business...

  • Accounting Professional

    3 weeks ago

    Richmond Hill, Ontario, Canada SRCO Professional Corporation Full time

    Job Title: Accounting ProfessionalJob Summary: We are seeking an experienced Accounting Professional to join our team at SRCO Professional Corporation. The successful candidate will be responsible for providing financial planning and accounting services to our clients.Key Responsibilities:Identify clients' financial goals and objectivesPlan, set up and...

  • Accounting Professional

    3 weeks ago

    Richmond Hill, Ontario, Canada SRCO Professional Corporation Full time

    Job Title: Accounting ProfessionalAt SRCO Professional Corporation, we are seeking an experienced Accounting Professional to join our team. The successful candidate will be responsible for planning, setting up, and administering accounting systems, as well as supervising and training staff.Key Responsibilities:Identify clients' financial goals and...

  • Financial Services Professional

    3 weeks ago

    Richmond Hill, Ontario, Canada CIBC Full time

    About the RoleWe're seeking a talented Financial Advisor to join our team at CIBC. As a key member of our Imperial Service Team, you'll be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional client service.Key ResponsibilitiesClient Engagement: Focus on each client...

  • Financial Services Professional

    4 weeks ago

    Richmond Hill, Ontario, Canada Meridian Credit Union Ltd Full time

    Financial Services Associate - Full TimeJob Category: RetailRequisition Number: FINAN005576Location: Richmond Hill, ONAt Meridian Credit Union Ltd, our mission is to provide exceptional financial services to our members while fostering a culture of inclusivity and community involvement.We are seeking a highly motivated and experienced Financial Services...

  • Financial Services Professional

    4 weeks ago

    Richmond Hill, Ontario, Canada Meridian Credit Union Ltd Full time

    Financial Services Associate - Full TimeJob Category: RetailRequisition Number: FINAN005576Location: Richmond Hill, ONAt Meridian Credit Union Ltd, our mission is to provide exceptional financial services to our members while fostering a culture of inclusivity and community involvement.We are seeking a highly motivated and experienced Financial Services...

  • Financial Services Professional

    3 weeks ago

    Richmond Hill, Ontario, Canada Meridian Credit Union Ltd Full time

    Financial Services Associate - Full TimeJob Category: RetailRequisition Number: FINAN005576Location: Richmond Hill, ONAt Meridian Credit Union Ltd, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them...

  • Financial Controller

    2 weeks ago

    Richmond Hill, Ontario, Canada SRCO Professional Corporation Full time

    Job Title: Financial ControllerAt SRCO Professional Corporation, we are seeking a highly skilled Financial Controller to join our team. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring accuracy and compliance with accounting standards and procedures.Key Responsibilities:Plan, set up, and administer...

  • Financial Controller

    3 weeks ago

    Richmond Hill, Ontario, Canada SRCO Professional Corporation Full time

    Job SummaryWe are seeking a highly skilled Financial Controller to join our team at SRCO Professional Corporation. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring accuracy and compliance with accounting standards and procedures.Key ResponsibilitiesPlan, set up and administer accounting...

  • Financial Planning and Accounting Specialist

    2 weeks ago

    Richmond Hill, Ontario, Canada SRCO Professional Corporation Full time

    Job Title: Financial Planning and Accounting SpecialistAbout the Role:We are seeking a highly skilled Financial Planning and Accounting Specialist to join our team at SRCO Professional Corporation. As a key member of our accounting team, you will be responsible for providing financial planning and accounting services to our clients.Key Responsibilities:Plan,...

  • Financial Professional

    2 weeks ago

    Richmond Hill, Ontario, Canada CBON Cosmetics Brands Of North America Inc.] Full time

    Overview of the RoleAt CBON Cosmetics Brands Of North America Inc., we are seeking a skilled Financial Professional to join our team. The ideal candidate will have a strong background in accounting and financial management.Key ResponsibilitiesThe Accounting Specialist will be responsible for maintaining accurate financial records, preparing financial...

  • Chief Financial Officer

    1 month ago

    Richmond Hill, Ontario, Canada CWB Financial Group Full time

    Unlock Your Potential in Structured FinanceCWB Financial Group is seeking a seasoned finance professional to join our Program Finance team as a Director, Structured Finance. As a key player in our organization, you will be responsible for developing new business relationships, nurturing existing ones, and managing a portfolio of structured finance...

  • Chief Financial Officer

    1 month ago

    Richmond Hill, Ontario, Canada CWB Financial Group Full time

    Unlock Your Potential in Structured FinanceCWB Financial Group is seeking a seasoned finance professional to join our Program Finance team as a Director, Structured Finance. As a key player in our organization, you will be responsible for developing new business relationships, nurturing existing ones, and managing a portfolio of structured finance...

  • Financial Investigator

    1 month ago

    Richmond Hill, Ontario, Canada BMO Financial Group Full time

    Job Title: Financial InvestigatorBMO Financial Group is seeking a skilled Financial Investigator to join our team on a 6-month contract. As a Financial Investigator, you will play a critical role in supporting our Financial Planners/Market Leaders sales force in Canada by conducting investigations and analyzing data to identify trends and areas for...

  • Financial Investigator

    1 month ago

    Richmond Hill, Ontario, Canada BMO Financial Group Full time

    Job Title: Financial InvestigatorBMO Financial Group is seeking a skilled Financial Investigator to join our team on a 6-month contract. As a Financial Investigator, you will play a critical role in supporting our Financial Planners/Market Leaders sales force in Canada by conducting investigations and analyzing data to identify trends and areas for...

  • Asset Management Professional

    3 weeks ago

    Richmond Hill, Ontario, Canada CWB Financial Group Full time

    About the Role:CWB Financial Group is seeking a highly skilled and motivated individual to join our Program Finance team as an Associate. In this role, you will play a crucial part in supporting the origination, structuring, execution, administration, and portfolio management of structured credit facilities.Key Responsibilities:Assist in the preparation of...

  • Financial Professional

    3 weeks ago

    Richmond Hill, Ontario, Canada Universal Soul Service Corp. Full time

    Job SummaryWe are seeking a detail-oriented and experienced Accountant to join our financial team at Universal Soul Service Corp. The ideal candidate will possess strong analytical skills and a thorough understanding of accounting principles.Duties- General Accounting- Full cycle Accounts Payable- Full cycle Accounts Receivable- Inventory Management...

  • Financial Services Expert

    1 day ago

    Richmond Hill, Ontario, Canada Scotiabank Full time

    As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. Your primary responsibility will be to provide exceptional customer service and build strong relationships with our clients. You will work closely with our team to develop personalized financial strategies and provide expert advice on...

  • Legal Professional

    3 weeks ago

    Richmond Hill, Ontario, Canada Mireille Dahab Professional Corporation] Full time

    Job OverviewMireille Dahab Professional Corporation is seeking a skilled Legal Assistant to join our team. The successful candidate will provide administrative support to our legal team, ensuring the smooth operation of our office.Key ResponsibilitiesAssist lawyers with case preparation and researchManage and maintain accurate and up-to-date files and...

  • Executive Director

    4 weeks ago

    Richmond Hill, Ontario, Canada PENDYLUM INC. Full time

    Job Title: Executive Director - Financial ServicesPendulum Inc. is seeking an experienced Executive Director - Financial Services to join our team. As a key member of our leadership team, you will be responsible for overseeing the financial operations of the company, including budgeting, forecasting, and financial reporting.Key Responsibilities:Develop and...