Current jobs related to Financial Advisor - Rocky Mountain House - CIBC

  • Business Advisor

    5 days ago

    Rocky Mountain House, Canada Scotiabank Full time

    Requisition ID: 238838 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: Our Business Advisors (BA) are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking network, the focus is to provide exceptional service throughout the...

  • Branch Office Administrator

    5 days ago

    Rocky Mountain House, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team...

  • Branch Office Administrator

    4 weeks ago

    Rocky Mountain House, Canada Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with...

  • Branch Office Administrator

    4 weeks ago

    Rocky Mountain House, Canada Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with...

  • Insurance Broker

    5 days ago

    100 Mile House, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Broker - Personal Lines** As an Insurance Advisor you are responsible for greeting customers and providing an excellent...

  • Client Advisor

    2 weeks ago

    Norway House, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Client Advisor

    4 days ago

    Norway House, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Client Advisor

    1 week ago

    Norway House, Canada RBC Full time

    Job DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Shop Foreman

    1 week ago

    Rocky View County, Canada Brandt Full time

    Our **Calgary/Rocky View, AB** branch is looking for an exceptional individual to join our service department as a **Shop Foreman **for our John Deere - agriculture dealership. The Shop Foreman is responsible for the effective supervision of the Service Department to ensure that quality standards and productivity requirements are met in accordance with...

  • Foreman - Agriculture

    1 week ago

    Rocky View County, Canada Brandt Full time

    Our Rocky View branch is looking for an exceptional individual with a strong Agriculture background to join our service department as a Foreman for our John Deere Agriculture dealership. The Foreman is responsible for the effective supervision of the Service Department to ensure that quality standards and productivity requirements are met in accordance with...

Financial Advisor

3 weeks ago

Rocky Mountain House, Canada CIBC Full time

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

**Job Description**:
What you'll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools and give them the right advice to help them make well-informed choices for their future. 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.

How you'll succeed- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.- Business development - Deeply understand your local market and potential client base to create a comprehensive 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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.- Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.- You can demonstrate 1.5 - 3 years experience in financial advisory role managing and growing your own portfolio of clients.- 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 upon hire. Personal Financial Planner (PFP) within 24 months of hire.- 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).- 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 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;