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Associate Business Advisor
2 weeks 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.
**Job Description**:
How You’ll Succeed
- Business Development: Manage, either individually or as part of a team, a portfolio of business only or mixed-client (business and personal client) connections where the focus is on deepening the client relationship and addressing both the business and personal needs of the client. Proactively engage in discussions with assigned portfolio, walk-in and other clients to understand client’s immediate financial needs while identifying opportunities to address longer term financial goals
- Client Engagement: Focus on each client experience and connect on a personal level to make every interaction meaningful. You will deliver trusted advice and financial solutions to meet client needs and cultivate your network to establish new client relationships.
- Community Involvement: Proactively participate in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to build and enhance CIBC presence and gain market share. Build relationships with Centres of Influence (COIs) within the community to generate referrals to CIBC, and connect with both existing and potential clients to identify opportunities for future growth and revenue
- Digital Advocacy: Promote and demonstrate the use of digital banking options by introducing the client to alternative ways to bank and describe the benefits by assisting the client in using digital options such as ATM, Mobile, Online and SmartBanking
- Collaboration: Introduce clients to colleagues in Imperial Service to further deepen client relationships and support more complex personal needs and planning. Introduce clients to colleagues in Business Banking to support the business as it grows and meet the corresponding cash management and lending needs as they become increasingly more complex
Who You Are
- You are experienced. You have well-developed knowledge of retail and business products and services including investment, lending and cash management solutions.
- You’re a certified professional: Mutual fund license or successful completion of the Canadian Investment Funds Course by IFSE or Canadian Securities Course through CSI within 3 months of start date is required. The Certificate is Financial Services Advice (CFSA) is recommended.
- You’re a strong communicator. You have well-developed interpersonal skills to establish and maintain strong relationships with clients, employees and internal/external partners
- 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 build trust through respect and authenticity.
- You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
- You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
- 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; a paid day off dedicated for you to use to invest in your growth and development.
What you need to know- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
Thornhill-10 Disera Dr,Ste 180
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Business Resources
