Associate Financial Services Specialist/Associate Financial Services Advisor

CIBC based in Toronto, ON is inviting applications from suitable candidates for the position of Associate Financial Services Specialist. CIBC maintains a distinguished standing as a significant Canadian financial entity, upholding a robust presence in the market. Providing an extensive range of financial options, including mortgages and diverse investment alternatives, the organization places significant emphasis on its client-centric approach and inventive banking solutions. CIBC continues to be a reliable partner for both individuals and businesses, fostering financial prosperity and actively contributing to expansion. 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: CIBC 
Position: Associate Financial Services Specialist/Associate Financial Services Advisor
No of Vacancies: 1
Salary: Salary is not mentioned, $18.00-$28.00 hourly estimated salary
Employment Type: Regular
Location: Toronto, ON, CA
Job Location: Toronto-Bayview and Cummer
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2401659

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 able to work in banking centre hours, which may include evenings and weekends
  • The candidates 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 put our clients first, engaging with purpose to find the right solutions
  • The candidates should go the extra mile because it’s the right thing to do
  • The candidates should be goal-oriented, motivated by accomplishing their goals, and delivering their best to make a difference
  • The candidates should have a keen awareness that details matter, noticing things that others don’t. Their critical thinking skills help inform their decision-making
  • 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 love to learn, being passionate about growing their knowledge and having a strong sense of curiosity
  • The candidates should be certified professionals with current accreditation and 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 certified professionals (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
  • The candidates should bring their real selves to work and living our values – trust, teamwork, and accountability
  • The candidates should have experience in client relationship management
  • The candidates should be skilled in providing an exceptional customer experience (CX)
  • The candidates should possess digital literacy skills
  • The candidates should have knowledge of financial products and financial services
  • The candidates should be adept at goal planning
  • The candidates should have experience in outbound calls
  • The candidates should be effective problem solvers
  • The candidates should have an understanding of regulatory requirements
  • The candidates should be results-oriented

Responsibilities:

  • The candidates should be able to work in a fast-paced Banking Centre, making a meaningful difference in clients’ lives
  • The candidates should be able to operate as an Associate Financial Services Specialist, forming a deep understanding of personal and small business clients’ needs
  • The candidates should be able to recommend simple, personalized solutions that will help clients achieve their financial goals
  • The candidates should be able to manage, either individually or as part of a team, a portfolio of mortgage clients with a focus on deepening client relationships
  • The candidates should be able to engage in Client Engagement by meeting with clients to understand their personal and business priorities, advising them on solutions, and providing 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 by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues
  • The candidates should be able to focus on Relationship Building by participating in marketing and outreach activities to demonstrate value to clients and their communities
  • The candidates 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 candidates should be able to engage in Business Development by creating relationships through networking with clients’ families and friends to uncover opportunities and refer 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 participate in community and banking center events, such as business development events, client acknowledgment programs, and client appreciation day, to create and enhance CIBC presence and gain market share
  • The candidates should be able to leverage technology and become a technology expert
  • The candidates should be able to share their knowledge by introducing clients to mobile banking applications, helping them better manage their banking needs

Benefits:

  • The candidate will have access to banking benefits
  • The candidate will be part of a benefits program
  • The candidate will be enrolled in a defined benefit pension plan
  • The candidate will have the opportunity to participate in an employee share purchase plan
  • The candidate will receive a vacation offering
  • The candidate will have access to wellbeing support
  • The candidate will benefit from 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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