People
FinancialAdvisor
“Financial Advisor at People. Skills: Financial advice, Client relationships, Business development. Build and grow dedicated client portfolio. Provide financial services support”
What You'll Achieve.
Achieving performance targets; Deliver bottom line results; Result in satisfied, loyal clients; Increased referrals
Industry & Context.
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
What They're Looking For.
Must Have
1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets, Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing, Current accreditation and good standing in AMF Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC)
Nice to Have
Completed 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 dedicated client portfolio
Provide financial services support
Deliver exceptional client service
Act as single point of contact
Help clients plan for needs and goals
Make lasting connections
Provide right financial advice
Secure client futures
Help clients own homes
Help clients set up businesses
Focus on client experience
Connect on personal level
Provide tailored advice
Establish new client relationships
Understand local market
Generate opportunities
Deliver bottom line results
Leverage credit solutions
Leverage investment solutions
Heighten CIBC brand awareness
Participate marketing activities
Participate outreach activities
Applying for this Financial Advisor role?
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