Associate Financial Advisor

About CIBC

• 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.
• At 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.

Responsibilities

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities.
• Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners.
• Call both existing and potential clients to identify opportunities for future growth and revenue.
• Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
• Leveraging technology - Become a technology expert.
• Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Requirements

• 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 goal oriented.
• You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter.
• You notice things that others don't.
• Your critical thinking skills help to inform your decision making.
• You’re passionate about people.
• You find meaning in relationships and surround yourself with a diverse network of partners.
• You connect with others through respect and authenticity.
• You love to learn.
• You’re passionate about growing your knowledge.
• You have a strong sense of curiosity.
• You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
• You’re a certified professional.
• You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing.
• You live your values.
• You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

Preferred

• It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

Benefits

• 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

Work environment

• 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.
• Job Location Milton-1005 Maple Ave, Bldg Q
• Employment Type Regular
• Weekly Hours 37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
• We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
• If you need accommodation, please contact [email protected]

Hiring process

• CIBC is committed to clarity in our hiring process.
• All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
• We use artificial intelligence tools during the recruitment process.
• Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.