Financial Advisor CIRO-ID (Urban)
About The Position
As a member of the Imperial Service 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. 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
- Postsecondary degree/diploma and/or 4 years of relevant experience.
- Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) current accreditation and good standing for CIRO-ID licensing.
- 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 (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC).
- Legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.
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 and helping them plan for today’s needs and tomorrow’s goals.
- Make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.
- 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 plan 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
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
