Financial Advisor CIRO-ID (Urban) [Mandarin]
Description
This role involves building and managing a client portfolio within the Imperial Service Team, acting as a primary contact for clients to provide financial advice and solutions across various areas like banking, investments, lending, and estate planning. It requires cultivating new client relationships and focusing on client experience.
What We're Looking For
Focus on client experience and make interactions meaningful.,Provide tailored financial advice and solutions.,Cultivate network to establish new client relationships.,Understand local market and client base to create sales plans.,Utilize relationship building and networking skills to generate opportunities.,Heighten CIBC brand awareness through community involvement and marketing.,Put clients first and engage with purpose.,Be passionate about people and build diverse networks.,Take initiative and deliver results.,Be goal-oriented.,Live values of trust, teamwork, and accountability.
Ideal Candidate
Postsecondary degree/diploma and/or 4 years of relevant experience.,Current accreditation and good standing for Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing.,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).,Asset if completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Minimum Education
Postsecondary degree/diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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.
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