Financial Advisor CIRO-ID (Urban)

Canadian Imperial Bank of Commerce; Hamilton; On-site; CAD 40,000 - 60,000; Full time

Job summary

A national financial institution in Hamilton is seeking a Financial Advisor to build and manage client relationships. The ideal candidate will have 1-3 years of experience in financial advising, focusing on delivering personalized service and financial solutions. This is a full-time, on-site role offering a competitive salary and benefits, including a defined benefit pension plan and opportunities for professional development.

Benefits

Competitive salary

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• 1-3 years experience in providing financial advice to clients.
• Ability to build and maintain client relationships.
• Strong communication and interpersonal skills.

Responsibilities

• Build and grow a dedicated client portfolio through relationship management.
• Deliver tailored financial advice in various areas including investments and estate planning.
• Participate in community events to enhance brand awareness.

Skills

Financial planning

Client engagement

Business development

Networking

Goal-oriented

Education

CIRO-ID certification

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.

What you'll be doing

As a member of the Imperial Service 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.

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 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.
• 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 can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You’re a certified professional (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing requirements.
• 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 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.

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.
• 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 tests.

Job Location

Ancaster Meadowlands

Employment Type

Regular

Weekly Hours

37.5

CIBC is an equal opportunities employer and welcomes applications from diverse candidates.