Associate Financial Advisor

CIBC; Tweed; On-site; CAD 50,000 - 70,000; Full time

Job summary

CIBC is seeking an Associate Financial Advisor in Tweed to provide personalized financial solutions to clients. This role involves client engagement, relationship building, and business development in a fast-paced banking environment. Candidates should have relevant experience and a passion for helping clients achieve their financial goals.

Benefits

Competitive salary

Incentive pay

Banking benefits

Comprehensive benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation

Wellbeing support

MomentMakers recognition program

Purpose Day

Qualifications

• 2-3 years of experience providing financial advice.
• Current accreditation in Mutual Funds License.

Responsibilities

• Meet with clients to understand their financial needs.
• Engage in marketing and outreach activities.
• Network with clients’ families to uncover opportunities.

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

Canadian Securities Course

Investment Funds in Canada

CFSA

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

What You’ll Be Doing

As 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 with a focus on deepening client relationships. Flexibility to work banking centre hours, including evenings and weekends, is required. You may also work at multiple banking centres within a reasonable travel distance to deliver a great client experience.

At CIBC, we enable an optimal work environment for you to thrive. To perform your role effectively, you’ll be on-site full-time.

How You’ll Succeed

1. Client engagement: Meet with clients to understand their personal and business priorities, advise on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial, and credit needs are met by offering comprehensive retail banking solutions or referring them to the appropriate specialists.
2. Relationship building: Engage in marketing and outreach activities to demonstrate value and community involvement. Grow your network, deepen relationships, and collaborate as a team to connect clients with the right opportunities.
3. Business development: Network with clients’ families and friends to uncover opportunities, refer to partners, and identify growth prospects. Participate in community and banking centre events to enhance CIBC’s presence and market share.
4. Leveraging technology: Become proficient with our mobile banking applications, helping clients manage their banking needs more effectively.

Who You Are

• You prioritize clients, engaging purposefully to find solutions and going the extra mile.
• You are goal-oriented, motivated to accomplish your objectives and make a difference.
• You pay attention to details, using critical thinking to inform decisions.
• You are passionate about people, building relationships with respect and authenticity.
• You love to learn, with a strong curiosity and desire to grow your knowledge.
• You have 2-3 years of experience providing financial advice and achieving sales results through advice-based conversations.
• You hold current accreditation in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and meet CIRO-MFD licensing requirements. Additional accreditation like CFSA is a plus.
• You live our values of trust, teamwork, and accountability, bringing your authentic self to work.

What CIBC Offers

We prioritize your goals and strengths, offering opportunities to develop your potential. Benefits include competitive salary, incentive pay, banking benefits, a comprehensive benefits program, a defined benefit pension plan, an employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program.

Our spaces and tools foster innovation and collaboration, supporting your growth and success.

We promote a culture of ambition and development through initiatives like Purpose Day, a paid day off dedicated to your growth.

What You Need To Know

• We are committed to an inclusive environment. If you need accommodations, contact [e-mail].
• You must be legally eligible to work at the specified location(s) and possess a valid work or study permit if applicable.
• We may require assessments and skills tests as part of the application process to learn about your abilities and provide you with more information about us.

Job Details

Location: Tweed

Type: Regular

Hours: 37.5 per week

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