Full-Time

On-Site

Financial Advisor - CIRO-MFD/AMF (Urban)

CCanadian Imperial Bank of Commerce (CIBC)1036 West Georgia Street, Vancouver, BC0

Description

This role involves building and managing a client portfolio by providing financial services, support, and exceptional client service. The Financial Advisor will act as a primary contact for clients, helping them plan for their financial present and future by offering trusted investment advice and comprehensive financial planning support. This includes cultivating new client relationships through networking and understanding the local market to convert leads into CIBC clients.

What We're Looking For

Build and grow a client portfolio through relationship management and client service.,Deliver CIBC's Imperial Service approach as a single point of contact for clients.,Provide financial advice to help clients secure futures, own homes, and build businesses.,Focus on client engagement, connecting personally, and delivering trusted investment advice.,Cultivate networks to establish new client relationships.,Understand the local market and client base to create a sales plan and convert leads.,Use relationship-building and networking skills to generate opportunities.,Leverage CIBC's credit and investment solutions for a needs-based approach.,Heighten CIBC brand awareness through community involvement, events, and marketing activities.

Ideal Candidate

Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) with eligibility for MFDA licensing.,For Quebec: 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).,Asset: Completion of CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Hard Skills

Banking

Business Banking

Client Relationship Building

Customer Engagement

Customer Experience (CX)

Educational Savings Plans

Financial Advising

Goal Planning

Investments

Lending

Personal Investments

Residential Mortgages

Retail Credit

Retirement Planning

Retirement Planning Services

Soft Skills

Relationship management

Client service

Networking

Communication

Problem-solving

Customer focus

Ownership mindset

Results-oriented

Trust-building

Teamwork

Accountability

Authenticity

Work Hours

37.5 hours/week

Benefits

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers (social

points-based recognition program)

Special Commitments

Must be legally eligible to work at the specified location(s) and possess a valid work or study permit if applicable.

About the Company

Canadian Imperial Bank of Commerce (CIBC)

CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.

Client-focused

Inclusive

Collaborative

Innovative

Professional

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