Financial Advisor - CIRO-ID - (Mandarin)

Canadian Imperial Bank of Commerce; Burnaby; 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 recognition program

Job summary

Canadian Imperial Bank of Commerce is seeking a Financial Advisor to build and grow a client portfolio with a relationship-focused approach. You’ll deliver tailored financial advice and support across banking, investments, lending, and estate planning, while expanding your network in the local market and contributing to community engagement.

You may work at multiple banking centres within travel distance, with on-site full-time hours and flexible to banking centre hours, including evenings and

Qualifications

• Postsecondary degree or diploma in a related field.
• CIRO-ID licensing current and in good standing.
• AMF licensing current and in good standing.
• CIFC or CSC certification to support AMF licensing.
• RRC designation current and in good standing.
• CSI/ICB Investment and Taxation Fundamentals courses can be beneficial.

Responsibilities

• Develop and manage a dedicated client portfolio through relationship management and exceptional service.
• Provide tailored financial advice across day-to-day banking, investments, lending and estate planning.
• Grow the client base through local market knowledge, networking, and business development.
• Participate in community events to enhance brand awareness and generate opportunities.

Skills

Relationship management

Client engagement

Networking

Financial planning

Sales planning

Education

Postsecondary degree/diploma

CIRO-ID licensing

AMF licensing

CIFC or CSC certification

RRC designation

CSI/ICB courses (Quebec)

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 build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses. 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 - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships. Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create 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 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 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 act like an owner . You thrive when you're empowered to take initiative, go above and beyond, and deliver results.You have a postsecondary degree/diploma and/or 4 years of relevant experience.”You’re goal oriented . You’re motivated by accomplishing your goals and delivering your best to make a difference.You’re a certified professional . Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing.You’re a certified professional (Quebec). You have current accreditation and good standing in AMF 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.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.