Financial Advisor - Rouyn-Noranda

CIBC•Rouyn-Noranda, QC

7d•Onsite

About The Position

As a member of the Personal and Business Banking Team, you’ll manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service. As a Senior Financial Advisor, in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and provide comprehensive financial advice, enabling them to secure their futures, own their homes, and build their 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

You’re a certified professional (MFDA).
You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing upon hire.
Personal Financial Planner (PFP).
You’re a certified professional (Quebec).
You 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).
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Banking
Business
Client Base
Financial Services
Lending

Nice To Haves

It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Responsibilities

Manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service.
Expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals.
Proactively engage with many new and existing clients to make lasting connections and provide comprehensive financial advice, enabling them to secure their futures, own their homes, and build their businesses.
Focus on each client experience and connect on a personal level to make every interaction meaningful.
Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships.
Cultivate your network to establish new client relationships.
Deeply understand your local market and potential client base, creating a comprehensive sales plan that will convert leads into new CIBC clients.
Use your strong relationship building and networking skills to build 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.