Associate Financial Advisor

CIBC; Peterborough; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC is seeking an Associate Financial Advisor focused on Personal and Business Banking. You will work in a fast-paced banking centre, building deep relationships with mortgage clients and tailoring financial plans to meet personal and small business goals.

Travel between centres may be required, with on-site full-time work in Canada. The role emphasizes client-first service, sales through advisory conversations, and leveraging our digital tools to enhance client experiences.

Qualifications

• 2–3 years of experience providing financial advice and achieving sales results through advice-based conversations.
• Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and eligibility for CIRO-MFD licensing.
• Asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

Responsibilities

• Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Ensure clients’ investment, financial and credit needs are met by offering a comprehensive retail banking solution or by referring to appropriate colleagues.
• Engage in marketing and outreach to grow your network and deepen relationships with clients.
• Call existing and prospective clients to identify opportunities for future growth and revenue.

Education

Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)

CFSA (Certificate of Financial Services Advice)

Tools

Mobile banking apps

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.comWhat you’ll be doingAs a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll 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. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.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 succeedClient 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.Who you areYou 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. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).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.What 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 conditionsWhat you need to knowCIBC 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 [e-mail] 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.