Financial Advisor/financial Services Specialist
1 week ago
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
What you'll be doing
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll 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. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
- At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time._
How you'll succeed- 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. Cultivate your network to establish new client relationships.- Business development - Deeply understand your local market and potential client base to create sales plan 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. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.- 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.
Who you are- 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 can demonstrate 1 - 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.- You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME).- You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).- You’re a certified professional (IIROC - Ontario). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME). You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation
-
Financial Services Associate
6 days ago
East Gwillimbury, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Associate
5 days ago
East Gwillimbury, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Reporting Analyst
14 hours ago
East Gwillimbury, Canada Blue Door Support Services Full time**Title: Financial Reporting Analyst** **Job Status**: Full Time 40 hours, Hybrid **Job Region**: All Blue Door Locations **Equipment**: Computer, telephone, Reliable Vehicle/Valid Driving License/Insurance. **Salary**: $60,000 to $70,000 Blue Door is a not-for-profit registered charitable agency governed by a volunteer Board of Directors. We have been...
-
Financial Services Representative
2 weeks ago
East Gwillimbury, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Analyst
2 weeks ago
East Gwillimbury, Canada Multimatic Full time: The Financial Analyst will assist the Group Finance Team in the assessment of company performance by study and analysis of financial and operational data. They will be expected to act as a catalyst in the continuous improvement process by supplying analytical support and developing automated reporting templates. ESSENTIAL DUTIES & RESPONSIBILITIES: 1....
-
Bradford West Gwillimbury, Canada Scotiabank Full timeJoin to apply for the Financial Planner, Scotia Financial Planning - Barrie role at Scotiabank1 day ago Be among the first 25 applicantsJoin to apply for the Financial Planner, Scotia Financial Planning - Barrie role at ScotiabankRequisition ID: 228316Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To...
-
Senior Financial Analyst, Projects
2 days ago
East Gwillimbury, Ontario, Canada Vaco by Highspring Full timeOur client is looking for a Senior Financial Analyst, Projects for a 6-month contract. The role will require working in office in East York - the first 3 months is 4-days in office, and then will transition to 2-days in office.Mandatory Requirements:• Experience validating data and reports• Experience performing reconciliations• Experience working with...
-
Senior Promotion and Communications Advisor
2 weeks ago
Toronto / Wellington Street East ( Hrs), Canada iA Financial Group Full timeJob DescriptionSenior Promotion and Communications Advisor *15-month temporary position* / Group Insurance and Savings Solutions_____________________________________________________________________________Build the future with usAre you passionate about strategic communications and want to contribute to a company's mission of helping its clients feel...
-
Life & Financial Advisor
5 days ago
East Main Street, Welland, Ontario, Canada, LB W Billyard Insurance Group Full timeBillyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients...
-
Financial Advisor
1 day ago
East Angus, Canada Scotiabank Full timeRequisition ID: 243492 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...