CIBC

Financial Services

FinancialAdvisor

CA$65–90k ~AI est. Vancouver, British Columbia, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Financial Advisor at CIBC. Skills: Client engagement, Business development, Financial advice. Build and grow client portfolio. Provide financial services support”

What You'll Achieve.

Achieve performance targets; Generate new clients; Increase referrals

Industry & Context.

Financial Services
Eligibility Requirements

Work banking centre hours, Work evenings and weekends, Work at multiple banking centres, Legally eligible to work

What They're Looking For.

Must Have

1-3 years experience, CIRO-MFD licensing eligibility, AMF licensing eligibility, CSC/CIFC/IFC accreditation

Nice to Have

CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)

What You'll Do.

Build and grow client portfolio

Provide financial services support

Deliver exceptional client service

Act as single point of contact

Help clients plan for needs

Help clients plan for goals

Make lasting connections

Provide financial advice

Help clients secure futures

Help clients own homes

Help clients set up businesses

Focus on client experience

Connect on personal level

Provide tailored advice

Provide tailored solutions

Establish new client relationships

Understand local market

Understand potential client base

Convert leads into clients

Use relationship building skills

Use networking skills

Generate opportunities

Deliver bottom line results

Leverage credit solutions

Leverage investment solutions

Provide needs-based approach

Heighten CIBC brand awareness

Participate marketing activities

Participate outreach activities

How You'll Work.

Team & Collaboration

Personal and Business Banking Team

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 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. _At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (portion of on-site and remote work) will be discussed at the time of your interview._ **How you 'll succeed** * **Client engagement** \- 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. * **Business development** \- Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationshi

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