CIBC

FinancialAdvisorCIRO-MFD(Urban)(Secondment)

Toronto, Ontario, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Financial Advisor CIRO-MFD (Urban) (Secondment) at CIBC. Skills: Client Engagement, Business Development, Community Involvement. Build and grow dedicated client portfolio. Provide financial services support”

What You'll Achieve.

Achieve performance targets; Generate sales; Deliver bottom line results; Satisfied, loyal clients; Increased referrals

Industry & Context.

Eligibility Requirements

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), May be asked to complete attribute-based assessment and other skills tests

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 to clients

Secure client futures

Help clients own homes

Help clients set up businesses

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

Convert leads into new clients

Use relationship building skills

Use networking skills

Generate opportunities

Deliver bottom line results

Leverage credit and investment solutions

Provide needs-based approach

Heighten CIBC brand awareness

Participate in marketing activities

Participate in outreach activities

Grow network for 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 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. 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 oppo

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