Financial Advisor- Secondment

CIBC•Calgary, AB

5d•Onsite

About The Position

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll 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’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses. 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.

Requirements

Postsecondary degree/diploma and/or 4 years of relevant experience.
Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) current accreditation and good standing.
Current accreditation and good standing in AMF licensing (Quebec).
Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing.
Registered Retirement Consultant (RRC).
Legally eligible to work at the location(s) specified.
Must have a valid work or study permit (where applicable).

Nice To Haves

Successful completion of CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
Successful completion of CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

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 your clients.
Help clients plan for today’s needs and tomorrow’s goals.
Make lasting connections and provide the right financial advice.
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.
Understand your local market and potential client base to create sales plans that will convert leads into new clients.
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.