Associate financial advisor

Canadian Imperial Bank of Commerce (CIBC) based in Nelson, BC is inviting applications from suitable candidates for the position of Associate financial advisor. Canadian Imperial Bank of Commerce (CIBC) is a major bank providing a wide range of financial services, including personal, business, and commercial banking. It offers wealth management, investment banking, and credit products tailored to individual and corporate clients. CIBC helps customers manage their finances efficiently. It plays a key role in the financial services market. The candidates selected for the vacancy will be required to start the work as soon as possible.

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Job Description:

Employer Name: Canadian Imperial Bank of Commerce (CIBC)
Position: Associate financial advisor
No of Vacancies: 3
Salary: Salary is not mentioned, $32.00 – $37.00 hourly estimated salary
Employment Type: Regular/Full time
Location: Nelson, BC, CA
Job ID: 2420650

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completion of hold current accreditation and good standing in the Canadian Securities Course (CSC)
Experience: Candidates should have 2 to 3 years of experience providing financial advice to clients and achieving sales results through advice-based conversations

Physical Requirements:

• The candidates should be goal-oriented, motivated by accomplishing their goals and delivering their best to make a difference
• The candidates should understand that details matter, using critical thinking skills to inform decision-making

Other Requirements:

• The candidates should put clients first, engaging with purpose to find the right solutions and going the extra mile because it’s the right thing to do
• The candidates should be passionate about people, building meaningful relationships, and connecting with others through respect and authenticity
• The candidates should love to learn, demonstrating a strong sense of curiosity and a passion for growing their knowledge
• The candidates should be certified professionals with current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada); CFSA (Certificate of Financial Services Advice)
• The candidates should Canadian Investments Funds Course (CIFC) and meet eligibility requirements for MFDA licensing
• The candidates should have obtained the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI)
• The candidates should value trust, teamwork, and accountability, bringing their real selves to work and living these values daily

Responsibilities:

• The candidates should be able to meet with clients to understand their personal and business priorities, advise 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 formal introductions to appropriate Imperial Service and Business Banking colleagues
• The candidates should be able to engage in marketing and outreach activities to show clients they are valued, growing their network, deepening existing relationships, and working as one team to connect clients to the right people and opportunities
• The candidates should be able to create relationships by networking with clients’ families and friends to uncover opportunities and refer them to appropriate partners
• 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 engage in community and banking center events, such as business development events, client acknowledgment programs, and client appreciation days to create and enhance CIBC presence and gain market share
• The candidates should be able to become technology experts and share knowledge by introducing clients to mobile banking applications, helping them better manage their banking

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