Associate Financial Advisor

CIBC • Vernon, BC

8d • Onsite

About The Position

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

Requirements

• Demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
• Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing.
• Bring your real self to work and you live our values - trust, teamwork, and accountability.

Nice To Haves

• Current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

Responsibilities

• Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
• Engage in marketing and outreach activities to show clients you value them and their communities.
• Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners.
• Call both existing and potential clients to identify opportunities for future growth and revenue.
• Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
• Become a technology expert.
• Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Benefits

• competitive salary
• incentive pay
• banking benefits
• a benefits program
• defined benefit pension plan
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program.
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees