Financial Advisor-CIRO- MFD/AMF

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.,Deliver on CIBC's Imperial Service approach, acting as a single point of contact for clients.,Help clients plan for today's needs and tomorrow's goals, providing financial advice.,Be flexible to work banking centre hours, which may include evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.,Focus on each client experience and connect on a personal level to make every interaction meaningful.,Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.,Cultivate your network to establish new client relationships.,Understand local market and potential client base to create sales plans.,Use strong relationship building and networking skills to create connections, generate opportunities, and deliver results.,Leverage CIBC's credit and investment solutions to provide a needs-based approach.,Heighten CIBC brand awareness in the community by attending local events and participating in marketing and outreach activities.,Grow your network to create lasting connections that will generate future opportunities.

1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.,Certified professional (CIRO-MFD) with current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD 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: Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Flexible to work at multiple banking centres within a reasonable travel distance; Flexible to work banking centre hours including evenings and weekends; Must be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit.