People

Banking

AssociateFinancialAdvisor(MandarinSpeakers)

Toronto, Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Associate Financial Advisor (Mandarin Speakers) at People. Skills: Financial advice, Client engagement, Relationship building, Business development. Form a deep understanding of your personal and small business clients’ needs. Recommend simple, personalized solutions that will help them achieve their financial goals”

What You'll Achieve.

Achieving sales results through advice-based conversations; Help clients achieve their financial goals; Deepening the client relationship; Gain market share

Industry & Context.

Banking
Problems you'll solve

Critical thinking skills help to inform your decision making

Eligibility Requirements

Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, Legally eligible to work at the location(s) specified, May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process

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 your personal and small business clients’ needs

personalized solutions that will help them achieve their financial goals

either individually or as part of a team

a portfolio of mortgage clients

Meet with clients to understand their personal and business priorities

Advise them on solutions

Provide a forward-looking financial plan

Ensure clients’ investment

financial and credit related needs are met

Engage in marketing and outreach activities

Deepen existing relationships

Network with clients’ families and friends to uncover opportunities

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; Make a meaningful difference in our clients' lives

Communication Scope

Advice-based conversations

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. _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._ **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 w

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