Associate Financial Advisor

Canadian Imperial Bank of Commerce; City of Lloydminster; On-site; CAD 45,000 - 65,000; Full time

Job summary

CIBC is looking for an Associate Financial Advisor in Lloydminster, Alberta, to provide personalized financial solutions to clients. The role involves client engagement, relationship building, and business development, with flexibility in work hours. Candidates should have a strong background in financial advice and relevant certifications, aiming to make a meaningful impact.

Benefits

Competitive salary

Incentive pay

Benefits program

Employee share purchase plan

Wellbeing support

Social recognition program

Paid day off for personal growth

Qualifications

• 2-3 years of experience in providing financial advice.
• Current accreditation and good standing in Mutual Funds License.
• Experience achieving sales results through advice-based conversations.

Responsibilities

• Meet with clients to understand their personal and business priorities.
• Engage in marketing and outreach to grow your network.
• Create relationships through networking and referrals.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

CFSA (Certificate of Financial Services Advice)

Job description

Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What youll be doing

As a member of the Personal and Business Banking team youll work in a fastpaced Banking Centre where youll make a meaningful difference in our clients lives. As an Associate Financial Advisor youll form a deep understanding of your personal and small business clients needs as you recommend simple personalized solutions that will help them achieve their financial goals. Youll manage either individually or as part of a team a portfolio of mortgage clients where the focus is on deepening the client flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience youre 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 youll be onsite fulltime.

How youll succeed

Client engagement Meet with clients to understand their personal and business priorities advise them on solutions and provide a forwardlooking 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.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.

Youre goal oriented. Youre motivated by accomplishing your goals and delivering your best to make a difference.

You know that details matter. You notice things that others dont. Your critical thinking skills help to inform your decision making.

Youre 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. Youre 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 advicebased conversations.

Youre a certified professional. You have current accreditation and good standing inMutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIROMFD licensing. Its an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.

What CIBC Offers

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.

We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program

• an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social pointsbased 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

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

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 attributebased assessment and other skills tests (such as simulation coding French proficiency MS Office). 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.

Job Location

Lloydminster

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 ResultsOriented

Required Experience :

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

Experience : years

Vacancy : 1

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Financial Advisor • Lloydminster, Alberta, Canada