Financial Advisor - CIRO-ID - Fairvale, NB

Manage and grow a dedicated client portfolio through key relationship management.,Create comprehensive financial plans and provide exceptional client service.,Proactively engage with new and existing clients to understand their goals and provide advice.,Focus on each client experience and connect on a personal level.,Deliver trusted investment advice and create personalized financial plans.,Cultivate network to establish new client relationships.,Deeply understand local market and potential client base to create a comprehensive sales plan.,Convert leads into new clients using strong relationship building and networking skills.,Leverage CIBC’s wide range of credit and investment solutions.,Heighten CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.,Grow network to generate future opportunities.,Put clients first and engage with purpose to find the right solutions.,Go the extra mile, act like an owner, and deliver results.,Be passionate about people, find meaning in relationships, and connect with others through respect and authenticity.,Be goal-oriented and motivated by accomplishing goals.,Care about people and respect different perspectives, listening and learning from others.,Inspire outcomes by sharing expertise and leveraging relationships/networks.,Embrace and advocate for change, continuously evolving thinking and work methods.,Demonstrate 1.5 – 3 years experience in a financial advisory role managing and growing a client portfolio.,Possess current accreditation and good standing for CIRO-ID licensing requirements.,Canadian Securities Course (CSC) written within the past 3 years is required upon hire.,Conduct and Practices Handbook Course (CPH) required.,Wealth Management Essentials Course (WME) required.,Personal Financial Planner (PFP) within 24 months of hire required.,For Quebec: current accreditation and good standing in AMF licensing, successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing, and Registered Retirement Consultant (RRC).,Live CIBC values: trust, teamwork, and accountability.

Certified professional (CIRO-ID).,Current accreditation and good standing for CIRO-ID licensing requirements.,Canadian Securities Course (CSC) written within the past 3 years (required upon hire).,Conduct and Practices Handbook Course (CPH).,Wealth Management Essentials Course (WME).,Personal Financial Planner (PFP) within 24 months of hire.,For Quebec: Current accreditation and good standing in AMF licensing.,For Quebec: Successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing.,For Quebec: Registered Retirement Consultant (RRC).,Asset if completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Flexible to work banking centre hours, which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.