Associate Financial Advisor

CIBC based in Victoria, BC is inviting applications from suitable candidates for the position of Associate Financial Advisor. CIBC upholds a respected position as a prominent Canadian financial institution, maintaining a robust presence in the market. It offers a diverse range of financial options, including mortgages and a variety of investment alternatives. The organization places a significant emphasis on its client-centric approach and creative banking solutions. CIBC continues to be a reliable partner for both individuals and businesses, fostering financial well-being and actively contributing to expansion. 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, $15.00-$20.00 hourly estimated salary
Employment Type: Regular
Location: Vancouver, BC, CA
Job Location: Victoria-550-2945 Jacklin Rd
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2400986

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
Experience: Candidates should have 2 – 3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations

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 prioritize our clients, placing their needs at the forefront of their actions
  • They should engage with purpose to find the right solutions, demonstrating a commitment to delivering effective and tailored results
  • The candidates should be goal-oriented, finding motivation in accomplishing objectives and delivering their best to make a positive difference
  • They should have a keen awareness that details matter, noticing aspects that others may overlook, and using critical thinking skills to inform decision-making
  • The candidates should be passionate about people, deriving meaning from relationships, and building trust through respect and authenticity
  • They should have a strong desire to learn, being passionate about expanding their knowledge with a strong sense of curiosity
  • The candidates should be a certified professional. The candidates should have current accreditation and a good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if they have current accreditation and good standing in CFSA (Certificate of Financial Services Advice)
  • The candidates should be a certified professional requires current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC), meeting eligibility requirements for MFDA licensing. They should also have obtained the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI)
  • The candidates should bring their real selves to work and live by our values – trust, teamwork, and accountability
  • The candidates should be proficient in establishing and maintaining interpersonal relationships, both in active and face-to-face customer service settings
  • The candidates should be well-versed in financial services, demonstrating expertise in areas such as investments, mortgage knowledge, and influencing others
  • The candidates should be skilled in relationship building, showcasing their ability to foster strong connections with clients and colleagues
  • The candidates should be experienced in resolving conflicts and negotiating with others, even in inactive or less dynamic situations

Responsibilities:

  • The candidate should be able to work in a fast-paced Banking Centre, making a meaningful difference in our clients’ lives
  • The candidate should be an Associate Financial Advisor, forming a deep understanding of personal and small business clients’ needs and recommending simple, personalized solutions to help them achieve their financial goals
  • The candidate should be able to manage, either individually or as part of a team, a portfolio of mortgage clients with a focus on deepening the client relationship
  • The candidate should be able to meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
  • The candidate should be able to ensure clients’ investment, financial, and credit-related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues
  • The candidate should be able to engage in marketing and outreach activities to show clients they value them and their communities
  • The candidate should be able to grow their network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities
  • The candidate should be able to create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners
  • The candidate should be able to call both existing and potential clients to identify opportunities for future growth and revenue
  • The candidate should be able to engage in community and banking centre events such as business development events, client acknowledgment programs, and client appreciation day to create and enhance CIBC presence and gain market share
  • The candidate should be able to become a technology expert
  • The candidate should be able to share their knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs

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.

Apply Online

 

 

 

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!

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