Financial Advisor CIRO-MFD
Description
As a Financial Advisor within the Imperial Service Team at CIBC, you will be responsible for building and nurturing a dedicated client portfolio. This involves managing client relationships, providing financial services support, and delivering exceptional client service. You will act as a primary contact for clients, helping them plan for both immediate and future financial goals by offering tailored advice on day-to-day banking, investments, lending, and estate planning. The role also includes business development activities to convert leads into new clients, leveraging CIBC’s financial solutions, and enhancing CIBC's brand awareness through community involvement.
What We're Looking For
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 bottom line results.,Leverage CIBC’s wide range of credit and investment solutions.,Heighten CIBC brand awareness in your 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 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).
Ideal Candidate
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: CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, flexible (may include evenings and weekends)
Benefits
Special Commitments
Flexible to work at multiple banking centres within a reasonable travel distance.
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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