Financial Advisor - CIRO-ID

CIBC•Calgary, AB

10d•Onsite

About The Position

As a member of the Personal and Business Banking Team, you will build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. In this Financial Advisor role, you will deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You will make lasting connections and provide the right financial advice, assisting clients in securing their futures, owning homes, and setting up businesses. The role requires flexibility to work banking centre hours, which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance to deliver a great client experience.

Requirements

Engage with purpose to find the right solutions and put clients first.
Go the extra mile because it’s the right thing to do.
Be passionate about people, find meaning in relationships, and surround yourself with a diverse network of partners.
Connect with others through respect and authenticity.
Act like an owner, thriving when empowered to take initiative, go above and beyond, and deliver results.
Have a postsecondary degree/diploma and/or 4 years of relevant experience.
Be goal oriented, motivated by accomplishing goals and delivering your best to make a difference.
Be a certified professional with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) accreditation.
Possess current accreditation and good standing for CIRO-ID licensing.
Live CIBC values: trust, teamwork, and accountability.
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.

Responsibilities

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.
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 that convert leads into new clients.
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 that will result in satisfied, loyal clients and increased referrals.
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.