People
Financial Services
FinancialAdvisorMFDA(Urban)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Advisor MFDA (Urban) at People. Skills: Financial advising, Client relationships, Business development. Build and grow client portfolio. Provide financial services support”
What You'll Achieve.
Achieve performance targets; Generate new clients; Satisfied clients; Loyal clients; Increased referrals
Industry & Context.
Work banking centre hours, Work evenings, Work weekends, Work multiple banking centres, Work onsite full-time
What They're Looking For.
Must Have
1-3 years experience financial advice, Certified professional CIRO-MFD, Current accreditation CSC/CIFC/IFC, Meet eligibility requirements CIRO-MFD licensing, Current accreditation AMF, Successful completion CIFC/CSC for AMF, 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 needs
Help clients plan goals
Make lasting connections
Provide financial advice
Focus on client experience
Connect on personal level
Provide tailored advice
Provide tailored solutions
Establish new client relationships
Understand local market
Understand potential client base
Generate opportunities
Deliver bottom line results
Leverage credit solutions
Leverage investment solutions
Provide needs-based approach
Heighten CIBC brand awareness
Participate marketing activities
Participate outreach activities
Create lasting connections
Generate future opportunities
How You'll Work.
Team & Collaboration
Personal and Business Banking Team
Communication Scope
Client presentations
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 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,
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