Financial Advisor/Financial Services Specialist (MFDA)
Description
As a Financial Advisor within the Personal and Business Banking Team at CIBC, you will be responsible for building and managing a dedicated client portfolio. This involves strong relationship management, providing comprehensive financial services support, and delivering exceptional client service. You will act as a primary contact for clients, helping them with financial planning, investments, lending, and estate planning to meet their current and future goals. The role also requires flexibility to work various banking centre hours, including evenings and weekends, and to work at multiple banking centres within a reasonable travel distance.
What We're Looking For
Focus on client experience, providing tailored financial advice and solutions across banking, investments, lending, and estate planning.,Cultivate a network to establish new client relationships.,Develop and execute sales plans based on local market understanding to convert leads into new clients.,Utilize strong relationship building and networking skills to generate opportunities and achieve results.,Leverage CIBC's credit and investment solutions to provide needs-based approaches.,Enhance CIBC brand awareness through participation in local events and marketing activities.,Grow network to create lasting connections and future opportunities.
Ideal Candidate
1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.,Certified professional (MFDA) with current accreditation and good standing in Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and eligibility for MFDA licensing.,For Quebec: Certified professional with current 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: Completion of 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 to work banking centre hours including evenings and weekends
Benefits
Special Commitments
Flexible to work banking centre hours (evenings and weekends), flexible to work at multiple banking centres within a reasonable travel distance, legally eligible to work at the specified location(s).
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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