Financial Advisor – MFDA
CIBC based in Campbellton, NB is inviting applications from suitable candidates for the position of Financial Advisor. CIBC stands as a financial cornerstone in the community. Offering a comprehensive range of banking and financial services, CIBC caters to the diverse needs of individuals, businesses, and investors. The Campbellton branch provides personalized financial solutions, including savings accounts, loans, and investment opportunities. CIBC’s commitment to innovation and community engagement positions it as a trusted financial partner, fostering economic growth and prosperity in the region. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: General labourer – farm
Job Description:
Employer Name: CIBC
Position: Financial Advisor – MFDA
No of Vacancies: 1
Salary: Salary is not mentioned, $25.00-$30.00 hourly estimated salary
Employment Type: Regular
Location: Edmonton, AB, CA
Job Location: Campbellton
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2400932
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or Intermediate or a Bachelor’s
Experience: Candidates should have 1 – 3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets
Physical Requirements:
- The candidate should be able to work in banking centre hours, including evenings and weekends
- The candidate should be able to work at multiple banking centres within a reasonable travel distance to help deliver a great client experience
Other Requirements:
- The candidates should be individuals who put our clients first, engaging with purpose to find the right solutions
- The candidates should be passionate about people, finding meaning in relationships and surrounding themselves with a diverse network of partners. They should connect with others through respect and authenticity
- The candidates should act like owners, thriving when empowered to take initiative, go above and beyond, and deliver results
- The candidates should be goal-oriented, motivated by accomplishing their goals and delivering their best to make a difference
- The candidates should be certified professionals (MFDA) with current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing
- The candidates should be individuals for whom values matter, bringing their real selves to work and living our values – trust, teamwork, and accountability
- The candidates should be adept at business development, actively seeking opportunities for growth and expansion
- The candidates should excel in client relationship management, ensuring strong and lasting connections with clients
- The candidates should have a keen focus on community connections, engaging with local networks to enhance the business’s presence
- The candidates should possess expertise in customer experience (CX), ensuring a positive and seamless interaction for clients
- The candidates should be skilled in financial advising, providing sound advice and guidance to clients
- The candidates should have a strong background in investments, understanding market trends and opportunities
- The candidates should be knowledgeable in lending, facilitating financial solutions tailored to clients’ needs
- The candidates should demonstrate proficiency in portfolio management, effectively overseeing and optimizing client portfolios
- The candidates should be results-oriented, driven to achieve and exceed established performance targets
Responsibilities:
- The candidate should be able to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
- The candidate should be able to deliver CIBC’s Imperial Service approach, acting as a single point of contact for clients and helping them plan for today’s needs and tomorrow’s goals
- The candidate should be able to make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses
- The candidate should be able to focus on each client experience and connect on a personal level to make every interaction meaningful
- The candidate should be able to provide tailored advice and solutions in all areas of financial planning, including day-to-day banking, investments, lending, and estate planning
- The candidate should be able to cultivate their network to establish new client relationships
- The candidate should be able to deeply understand their local market and potential client base to create sales plans that will convert leads into new clients
- The candidate should be able to use their strong relationship-building and networking skills to create connections, generate opportunities, and deliver bottom-line results
- The candidate should be able to 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
- The candidate should be able to heighten CIBC brand awareness in their community by attending local events and participating in marketing and outreach activities
- The candidate should be able to grow their network to create lasting connections that will generate future opportunities
Benefits:
- The candidates will get a Benefits Program
- The candidates will get a Defined Benefit Pension Plan
- The candidates will get an Employee Share Purchase Plan
- The candidates will get a Vacation Offering
- The candidates will get Wellbeing Support
- The candidates will get MomentMakers, our social, points-based recognition program
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!