What You'll Be DoingAs a member of the Personal and Business Banking Team, you'll manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service. As a Senior Financial Advisor, in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today's needs and tomorrow's goals. You'll proactively engage with many new and existing clients to make lasting connections and provide comprehensive financial advice, enabling them to secure their futures, own their homes, and build their 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. Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships. Cultivate your network to establish new client relationships.
- Business Development - Deeply understand your local market and potential client base, creating a comprehensive sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build 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 Involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Who You Are- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
- You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
- You're a certified professional (MFDA). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing upon hire. Personal Financial Planner (PFP).
- You're a certified professional (Quebec). You have current accreditation and good standing inAMF licensing; 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). It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
#LI-TAWhat CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
Job Location6341 TRANSCANADIENNE
Employment TypeRegular
Weekly Hours37.5
SkillsBanking, Client Relations, Client Service, Customer Engagement, Customer Experience (CX), Financial Advising, Goal Planning, Investments, Lending, Residential Mortgages, Retirement Planning, Retirement Planning Services, Teamwork
