Description
As a Financial Advisor within the Personal and Business Banking Team, you will manage and expand a dedicated client portfolio by building relationships, providing financial services support, and delivering excellent client service. You will serve as a single point of contact for clients, helping them with current needs and future goals, including securing homes, setting up businesses, and planning their finances.
What We're Looking For
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.,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 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 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.,Flexible to work banking centre hours which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
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 if completed 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
Benefits
Special Commitments
Must be flexible to work at multiple banking centres within a reasonable travel distance.
Also Available At
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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