Cibc
Financial Services
FinancialAdvisorCIRO-ID(Urban)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Advisor CIRO-ID (Urban) at Cibc. Skills: Relationship management, Financial advising, Sales plan. Build and grow client portfolio. Provide financial services support”
What You'll Achieve.
Grow client portfolio; Generate new client relationships; Deliver bottom line results; Generate future opportunities
Industry & Context.
What They're Looking For.
Must Have
Postsecondary degree/diploma, 4 years relevant experience, CIRO-ID licensing, AMF accreditation, CIFC or CSC, RRC certification
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
Engage with clients personally
Provide tailored advice
Provide tailored solutions
Cultivate network for relationships
Understand local market
Understand potential client base
Convert leads into clients
Generate opportunities
Deliver bottom line results
Leverage credit solutions
Leverage investment solutions
Provide needs-based approach
Heighten CIBC brand awareness
Participate in marketing activities
Participate in outreach activities
Grow network for connections
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 Imperial Service 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. _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 -** 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 that will result in satisfied, loyal clients and increased referrals. * **Community inv
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