Financial Advisor CIRO-MFD/AMF

CIBC•Simcoe, ON

9d•Onsite

About The Position

As a member of the Imperial Service Team, you will build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You will act as a single point of contact for your clients, helping them plan for today’s needs and tomorrow’s goals, and provide financial advice to help them secure their futures, own homes, and set 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. This is an on-site full-time position.

Requirements

Demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
Be a certified professional (CIRO-MFD).
Have 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.
Be a certified professional (Quebec).
Have 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).

Nice To Haves

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

Responsibilities

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.
Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients.
Use your 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.

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