Financial Advisor CIRO-MFD (Urban)

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, including securing futures, owning homes, and setting up businesses.,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.,Deeply understand your local market and potential client base to create a sales plan.,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 to provide a needs-based approach.,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.,Put clients first and engage with purpose to find the right solutions.,Be passionate about people, finding meaning in relationships and connecting with others through respect and authenticity.,Act like an owner, taking initiative, going above and beyond, and delivering results.,Be goal-oriented, motivated by accomplishing goals and delivering your best.,Demonstrate 1-3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets.,Be a 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: have 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 licensing, and Registered Retirement Consultant (RRC).,Bring your real self to work and live CIBC's values: trust, teamwork, and accountability.

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).,Meet eligibility requirements for CIRO-MFD licensing.,For Quebec: Certified professional with 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 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).

Not Specified (Certifications and courses mentioned like CSC, CIFC, IFC, AMF, RRC, which imply post-secondary education or specialized training)

Flexible to work banking centre hours which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.