Financial Advisor- IIROC/MFDA

Prioritize the client experience and build personal rapport to make every interaction meaningful. Offer tailored advice and solutions for all aspects of financial planning, including daily banking, investments, loans, and estate planning.,Cultivate your network to establish new client relationships.,Understand your local market and potential clientele to create a sales plan that converts leads into new CIBC clients.,Utilize strong relationship-building and networking skills to foster connections, create business opportunities, and achieve tangible results.,Leverage CIBC's wide range of credit and investment solutions to offer a needs-based approach, resulting in loyal and satisfied clients and increased referrals.,Promote the CIBC brand in your community by participating in local activities and engaging in marketing and outreach.,Expand your network to create lasting connections that will bring future opportunities.,Be client-focused, communicate effectively to find solutions, and exceed expectations.,Value relationships with others, connecting with a diverse network of partners with respect and authenticity.,Take initiative, exceed expectations, and deliver results.,Be goal-oriented, motivated by achieving objectives, and striving for excellence.,Legally eligible to work in Canada.

One to three years of experience in providing financial advice to clients and building relationships while achieving performance objectives.,Licensed professional (IIROC): Current and in good standing registration respecting IIROC registration requirements; successful completion of the Canadian Securities Course (CSC) within the last three years required at the time of hire; Conduct and Practices Handbook Course (CPH), Wealth Management Essentials (WME), Personal Financial Planner (PFP) courses.,Licensed professional (Quebec): Current and in good standing registration for the AMF license; successful completion of the Investment Funds in Canada Course (IFC) or Canadian Securities Course (CSC) for AMF license; holds the Retirement Counselor (CR) designation. Successful completion of CSI and ICB courses 'Investments and Taxation – Quebec (0774)' and 'Legal and Ethical Aspects of Financial Planning (0790)' is an asset.

Must be able to work during banking center hours, including evenings and weekends.,Must be able to work at different banking centers located within a reasonable distance.,Requires being legally eligible to work in Canada.