People
FinancialAdvisorCIRO-MFD
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“Financial Advisor CIRO-MFD at People. Skills: Client engagement, Business development, Community involvement. Build and grow client portfolio. Provide financial services support”
What You'll Achieve.
Achieve performance targets; Deliver bottom line results; Result in satisfied, loyal clients; Increase referrals
Industry & Context.
Flexible to work banking centre hours including evenings and weekends, Flexible to work at multiple banking centres within reasonable travel distance, Legally eligible to work at specified location(s), Valid work or study permit (where applicable), May be asked to complete attribute-based assessment, May be asked to complete skills test
What They're Looking For.
Must Have
1 – 3 years experience in providing financial advice to clients, 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), 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 licensing, Registered Retirement Consultant (RRC)
Nice to Have
completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), completed 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 and goals
Make lasting connections
Provide financial advice
Focus on client experience
Connect on personal level
Provide tailored advice
Establish new client relationships
Understand local market
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 in marketing activities
Participate in outreach activities
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 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 relationship building an
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