CIBC
FinancialAdvisorCIROMFD(Urban)
“Financial Advisor CIRO-MFD (Urban) at CIBC. Skills: Financial Advice, Client Engagement, Business Development. Build and grow dedicated client portfolio. Provide financial services support”
What You'll Achieve.
Achieve 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, Must be 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 for clients
Help clients plan for needs and goals
Make lasting connections with clients
Provide financial advice
Focus on client experience
Connect on personal level
Provide tailored advice and solutions
Cultivate network for new client relationships
Understand local market and potential client base
Create sales plan to convert leads
Use relationship building skills
Use networking skills to generate opportunities
Leverage credit and investment solutions
Provide needs-based approach
Heighten CIBC brand awareness
Participate in marketing activities
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