CIBC
Financial Services
AssociateFinancialAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Financial Advisor at CIBC. Skills: Client engagement, Relationship building, Business development. Meet clients to understand priorities. Advise clients on solutions”
What You'll Achieve.
Achieve financial goals; Deepen client relationship; Achieve sales results
Industry & Context.
Critical thinking skills
Work at multiple banking centres, Work banking centre hours, Work evenings and weekends
What They're Looking For.
Must Have
2 – 3 years experience providing financial advice, Achieving sales results through advice-based conversations, Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada), Meet eligibility requirements for CIRO-MFD licensing
Nice to Have
Current accreditation and good standing in CFSA (Certificate of Financial Services Advice)
What You'll Do.
Meet clients to understand priorities
Advise clients on solutions
Provide forward-looking financial plan
Ensure clients' investment needs are met
Ensure clients' financial needs are met
Ensure clients' credit needs are met
Provide comprehensive retail banking offer
Make formal introduction to colleagues
Engage in marketing activities
Engage in outreach activities
Deepen existing relationships
Create relationships by networking
Refer to appropriate partners
Call existing clients
Call potential clients
Identify opportunities for growth
Identify opportunities for revenue
Engage in community events
Engage in banking centre events
Enhance CIBC presence
Become a technology expert
Introduce clients to mobile banking applications
Help clients manage banking needs
How You'll Work.
Team & Collaboration
Work as one team; Appropriate partners
Communication Scope
Client meetings
Full Job Description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) At CIBC, we are committed to creating an inclusive environment that reflects the diversity of our clients and our communities. We encourage candidates from historically under-represented in financial services including women, Indigenous peoples, persons with disabilities, people of color including members of the Black community and the LGBTQ+ community to apply. **What you’ll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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. _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._ **How you’ll succeed** * **Client engagement -** Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit
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