Remote Financial Advisor - Client-Centric Planning

Canadian Imperial Bank of Commerce; Vancouver; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank is seeking a Financial Consultant in Vancouver to join their Imperial Service Advice Team. The role emphasizes client relationship management and delivering personalized financial advice. Candidates must have relevant certifications and excellent communication skills. The position allows for remote work with occasional on-site requirements. Benefits include a competitive salary, a pension plan, and various employee support programs.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• Strong client engagement and relationship building skills.
• Ability to work independently in a private workspace.
• Must have strong knowledge of financial planning and banking products.

Responsibilities

• Provide exceptional client experience through delivering trusted advice.
• Engage with clients to understand their financial goals.
• Identify possible process improvements to enhance productivity.

Skills

Analytical Thinking

Banking Products

Client Service

Communication

Process Improvements

Education

Canadian Securities Course (CSC) or IFIC

Conduct and Practices Handbook (CPH)

Wealth Management Essentials (WME)

Certified Financial Planner (CFP)

Job description

A leading Canadian bank is seeking a Financial Consultant in Vancouver to join their Imperial Service Advice Team. The role emphasizes client relationship management and delivering personalized financial advice. Candidates must have relevant certifications and excellent communication skills. The position allows for remote work with occasional on-site requirements. Benefits include a competitive salary, a pension plan, and various employee support programs.