Associate Financial Advisor
CIBC based in Redwater, AB is inviting applications from suitable candidates for the position of Associate Financial Advisor. CIBC holds a notable position as a noteworthy Canadian financial institution, maintaining a robust presence in the industry. It provides a diverse range of financial offerings, including home loans and assorted investment opportunities. The firm prioritizes its customer-focused strategy and inventive banking solutions. CIBC continues to be a reliable partner for both individuals and enterprises, fostering economic well-being and actively supporting growth. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: CIBC
Position: Associate Financial Advisor
No of Vacancies: 1
Salary: Salary is not mentioned, $25.00-$30.00 hourly estimated salary
Employment Type: Regular
Location: Redwater, AB, CA
Job Location: Redwater
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2402965
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or Intermediate or a Bachelor’s or Master’s degree or equivalent experience
Experience: Candidates should have 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations
Physical Requirements:
- The candidates should be flexible to work banking centre hours, including evenings and weekends
- The candidates should be flexible to work at multiple banking centres within a reasonable travel distance to deliver a great client experience
Other Requirements:
- The candidates should be committed to putting our clients first and engaging with purpose to find the right solutions
- The candidates should be willing to go the extra mile, as it is the right thing to do.The candidates should be goal-oriented and motivated by accomplishing their goals to make a difference
- The candidates should prioritize details and possess critical thinking skills to inform their decision-making process
- The candidates should be passionate about building relationships and connecting with others through respect and authenticity
- The candidates should have a strong desire for continuous learning and growing their knowledge base
- The candidates should be certified professionals with current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
- The candidates should hold certification as a certified professional (Ontario) 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. Additionally, they should have obtained the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI)
- The candidates should embody our company values of trust, teamwork, and accountability, bringing their authentic selves to work
- The candidates should be proficient in Client Relationship Management and Customer Experience (CX)
- The candidates should demonstrate digital literacy, particularly in navigating financial products and services
- The candidates should have a solid understanding of Goal Planning and be results-oriented
- The candidates should possess excellent communication skills for Outbound Calls and be adept at problem-solving
- The candidates should have knowledge of Regulatory Requirements in the financial industry
Responsibilities:
- The candidates should be able to work in a fast-paced Banking Centre environment as a member of the Personal and Business Banking team
- The candidates should be able to make a meaningful difference in clients’ lives through their role as an Associate Financial Advisor
- The candidates should be able to recommend simple, personalized solutions to meet the needs of personal and small business clients
- The candidates should be able to manage a portfolio of mortgage clients, either individually or as part of a team, with a focus on deepening client relationships
- The candidates should be able to engage in client meetings to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
- The candidates should be able to ensure clients’ investment, financial, and credit-related needs are met by providing a comprehensive retail banking offer or making a formal introduction to appropriate Imperial Service and Business Banking colleagues
- The candidates should be able to engage in marketing and outreach activities to demonstrate value to clients and their communities, thus deepening existing relationships and growing their network
- The candidates should be able to network with clients’ families and friends to uncover opportunities and refer them to appropriate partners for business development
- The candidates should be able to call both existing and potential clients to identify opportunities for future growth and revenue
- The candidates should be able to participate in community and banking center events such as business development events, client acknowledgment programs, and client appreciation day to enhance CIBC presence and gain market share
- The candidates should be able to become technology experts and share their knowledge by introducing clients to mobile banking applications, assisting them in better managing their banking needs
Benefits:
- The candidate will get incentive pay
- The candidate will get banking benefits
- The candidate will get access to a comprehensive benefits program
- The candidate will get a defined benefit pension plan
- The candidate will get participation in an employee share purchase plan
- The candidate will get a vacation offering
- The candidate will get wellbeing support
- The candidate will get access to 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!