Full-Time

On-Site

Financial Advisor - Val-d'Or

CCanadian Imperial Bank of Commerce (CIBC)824 3e Avenue, Val-d'Or, QC0

Description

This role involves managing and expanding a client portfolio, delivering comprehensive financial services, and providing exceptional client support within the Personal and Business Banking Team. As a Senior Financial Advisor in the Imperial Service Team, the individual will focus on relationship management, offer complex financial advice, and help clients achieve their financial objectives, including home ownership and business growth. The role requires proactive engagement with new and existing clients to build lasting connections and provide comprehensive financial planning.

What We're Looking For

Manage and grow a client portfolio, providing dedicated relationship management.,Deliver complex financial services support and exceptional client service.,Expertly deliver on CIBC's Imperial Service approach.,Proactively engage with new and existing clients to build lasting connections.,Provide comprehensive financial advice for futures, homes, and businesses.,Focus on each client experience, connecting on a personal level.,Deliver trusted investment advice and comprehensive financial planning support.,Cultivate networks to establish new client relationships.,Understand local market and potential client base to create sales plans.,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 local events, marketing, and outreach.,Grow network for future opportunities.

Ideal Candidate

Current accreditation and good standing in The Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC).,Must meet eligibility requirements for MFDA licensing upon hire.,Personal Financial Planner (PFP) certification.,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 (Autorité des Marchés Financiers) licensing.,Registered Retirement Consultant (RRC).,Asset: CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Minimum Education

Professional Certifications / Not Specified (for degree)

Hard Skills

Banking

Business Banking

Business Credit Cards

Customer Service

Educational Savings Plans

Financial Markets

Goal Planning

Lending

Personal Investments

Residential Mortgages

Retirement Planning Services

Soft Skills

Client Engagement

Relationship Management

Business Development

Networking

Communication

Problem-solving

Adaptability

Trust

Teamwork

Accountability

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 recognition program

Purpose Day (paid day off for growth and development)

Special Commitments

Must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.

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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