CIBC
FinancialAdvisor-CIRO-ID
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Advisor- CIRO-ID at CIBC. Skills: Financial advice, Client relationship management, Business development. Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients”
What You'll Achieve.
Achieving performance targets; Deliver bottom line results; 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 for CIRO-ID licensing, Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Current accreditation and good standing in AMF, Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing, Registered Retirement Consultant (RRC)
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 a dedicated client portfolio through relationship management
financial services support
and exceptional client service
Deliver on CIBC’s Imperial Service approach
acting as a single point of contact for your clients
Help clients plan for today’s needs and tomorrow’s goals
Provide the right financial advice
helping them secure their futures
and set up businesses
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
Cultivate your network to establish new client relationships
Understand your local market and potential client base to create sales plan that will convert leads into new clients
Use your relationship building and networking skills to create connections
generate opportunities
and deliver bottom line results
Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach
Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities
Grow your network to create lasting connections that will generate future opportunities
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 them 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._ **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 relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach
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