CIBC based in Kirkland, QC is inviting applications from suitable candidates for the position of Senior Financial Advisor. CIBC stands as a prominent Canadian financial institution, wielding a strong presence in the market. It provides an extensive range of financial products, encompassing savings accounts, mortgages, and investment solutions. The company places a significant emphasis on customer-centric approaches and banking solutions. CIBC retains its status as a reliable partner for individuals and businesses, fostering financial success and growth. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: CIBC
Position: Senior Financial Advisor
No of Vacancies: 1
Salary: Salary is not mentioned, $15.00-$20.00 hourly estimated salary
Employment Type: Regular
Location: Regina-11th & Hamilton St
Job Location: Kirkland-Centre Bonanza
Schedule: Part time
Weekly Hours: 37.5
Requisition ID/Job ID: 2321580
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or Intermediate or a Bachelor’s or Master’s degree or equivalent experience
Experience: Candidates should have 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients
Other Requirements:
- The candidates should be highly skilled in Client engagement, focusing on each client experience and connecting on a personal level to make every interaction meaningful. They should deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Additionally, they should cultivate their network to establish new client relationships
- The candidates should be proficient in Business development, deeply understanding their local market and potential client base to create a comprehensive sales plan that converts leads into new clients. They should use strong relationship-building and networking skills to create connections, generate opportunities, and deliver bottom-line results. Leveraging CIBC’s wide range of credit and investment solutions, they should provide a needs-based approach resulting in satisfied, loyal clients and increased referrals
- The candidates should actively participate in Community involvement, heightening CIBC brand awareness in their community. They should attend local events and engage in marketing and outreach activities. Growing their network, they should create lasting connections that generate future opportunities
- The candidates should be putting our clients first, engaging with purpose to find the right solutions
- The candidates should be going the extra mile, driven by a commitment to do what is right
- The candidates should be passionate about people, finding meaning in relationships, and cultivating a diverse network of partners
- The candidates should be connecting with others through respect and authenticity, emphasizing the importance of meaningful interactions
- The candidates should be acting like owners, thriving on empowerment to take initiative, go above and beyond, and deliver results
- The candidates should be goal-oriented, finding motivation in accomplishing objectives and delivering their best to make a significant impact
- The candidates should be making a difference through their influence, understanding that relationships and networks are crucial to success
- The candidates should be inspiring outcomes by sharing their expertise
- The candidates should be a certified professional (MFDA), possessing current accreditation and maintaining good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC). They must meet eligibility requirements for MFDA licensing upon hire, with the goal of obtaining the Personal Financial Planner (PFP) designation within 24 months of hire
- The candidates should be a certified professional (Quebec), holding current accreditation and maintaining good standing in AMF licensing. Successful completion of the Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) is required to support AMF (Autorité des Marchés Financiers) licensing, along with the Registered Retirement Consultant (RRC) designation. It is considered an asset if they have completed the CSI/ICB Investment and Taxation Fundamentals Course – Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
- The candidates should be a certified professional (MFDA – Ontario), with current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC). They must meet eligibility requirements for MFDA licensing and strive to obtain the Personal Financial Planner (PFP) designation within 24 months of hire. Additionally, they should have, or be willing to obtain before their start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI)
- The candidates should value trust, teamwork, and accountability, bringing their authentic selves to work and embodying these core values
- The candidates should be proficient in Business Development, demonstrating the ability to foster and expand client relationships
- The candidates should have expertise in Client Relationship Management, emphasizing the importance of maintaining strong connections with clients
- The candidates should excel in Community Connections, actively engaging and building relationships within the local community
- The candidates should possess skills in Financial Advising, providing strategic advice to clients based on their financial goals
- The candidates should have experience in Investments, demonstrating knowledge and proficiency in investment strategies
- The candidates should be knowledgeable in Lending, understanding and offering solutions in lending practices
- The candidates should be adept in Portfolio Management, effectively managing and optimizing investment portfolios
- The candidates should be results-oriented, consistently striving to achieve and exceed goals in their professional endeavors
Responsibilities:
- The candidates should be able to manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service.
- The candidates should be able to, as a Senior Financial Advisor in the Imperial Service Team, 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.
- The candidates should be able to proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
- The candidates should be flexible to work banking centre hours, which may include evenings and weekends. To help deliver a great client experience, they should be flexible to work at multiple banking centres within a reasonable travel distance
Benefits:
- The candidate will be enrolled in a defined benefit pension plan
- The candidate will have the opportunity to participate in an employee share purchase plan
- The candidate will receive a vacation offering
- The candidate will have access to wellbeing support
- The candidate will benefit from MomentMakers, our social, points-based recognition program
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!