People
Banking
AssociateFinancialAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Associate Financial Advisor at People. Skills: Financial advice, Client engagement, Relationship building, Business development. Form a deep understanding of personal and small business clients’ needs. Recommend simple, personalized solutions to help clients achieve their financial goals”
What You'll Achieve.
Achieving sales results through advice-based conversations; Gain market share
Industry & Context.
Critical thinking skills help to inform your decision making
Legally eligible to work at the location(s) specified, Valid work or study permit (where applicable), Attribute-based assessment, Skills test (such as simulation, coding, French proficiency)
What They're Looking For.
Must Have
2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations, Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada), Must 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.
Form a deep understanding of personal and small business clients’ needs
personalized solutions to help clients achieve their financial goals
Manage a portfolio of mortgage clients
Meet with clients to understand their personal and business priorities
Advise clients on solutions
Provide a forward-looking financial plan
Ensure clients’ investment
financial and credit related needs are met
Make a formal introduction to the appropriate Imperial Service and Business Banking colleagues
Engage in marketing and outreach activities
Deepen existing relationships
Work as one team to ensure clients are connected to the right people and opportunities
Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners
Call both existing and potential clients to identify opportunities for future growth and revenue
Engage in community and banking centre events
Introduce clients to our mobile banking applications
Help clients better manage their banking needs
How You'll Work.
Team & Collaboration
Work as one team to ensure clients are connected to the right people and opportunities
Communication Scope
Communication
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) **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. _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 related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues. * **Relationship building -** Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities. * **Business development -** Create relationships by networking with clients’ families and friends to uncover opportunities and refer to app
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