Financial Advisor- CIRO-ID (secondment)

Canadian Imperial Bank of Commerce; Airdrie; On-site; CAD 55,000 - 90,000; Full time

Job summary

Canadian Imperial Bank of Commerce in Alberta seeks a Financial Advisor to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. You’ll act as a single point of contact for clients and help them plan for today’s needs and tomorrow’s goals, while working across multiple banking centres within reasonable travel.

The role emphasizes client engagement, business development, and community involvement to raise the

Qualifications

• Postsecondary degree/diploma or 4+ years of relevant experience.
• Strong relationship-building and networking skills.
• Ability to provide tailored financial advice across banking, investments, lending and estate planning.

Responsibilities

• Manage a dedicated client portfolio and deliver personalised financial advice.
• Build new client relationships and convert leads into clients.
• Support clients with day-to-day banking, lending, investments and estate planning.

Skills

Relationship management

Client service

Networking

Sales

Education

Postsecondary degree/diploma

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 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.

How you'll succeed

• Client 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 are

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 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.\