Financial Advisor-CIRO-MFD/AMF

CIBC • Nelson, BC

10d • 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 clients 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

• 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
• Certified professional (CIRO-MFD).
• Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and/or Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing.
• Certified professional (Quebec).
• 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.
• Registered Retirement Consultant (RRC).
• Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.

Nice To Haves

• Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774)
• Completed 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, helping clients 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 plans that will convert leads into new clients.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed