Financial Advisor
CIBC based in Vancouver, BC is inviting applications from suitable candidates for the position of Financial Advisor. CIBC is a leading Canadian financial institution with a strong market presence. Offering a wide array of financial products, including mortgages and investment options, the company prioritizes a client-centric approach and innovative financial services to enhance customer interactions. CIBC remains a trusted partner for individuals and businesses, promoting economic prosperity 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: 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: Vancouver-Granville Centre
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2409655
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 equivalent experience
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 candidates should be flexible to work banking center hours, including evenings and weekends, and to work at multiple banking centers within a reasonable travel distance to help deliver a great client experience
Other Requirements:
- The candidates should prioritize our clients, 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, 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 certified professionals with current accreditation and good standing in AMF licensing, including successful completion of the Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if they’ve completed CSI/ICB Investment and Taxation Fundamentals Course – Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
- The candidates should have expertise in Business Development and Client Relationship Management
- The candidates should excel in Community Connections and Customer Experience (CX)
- The candidates should possess skills in Financial Advising, Investments, and Lending
- The candidates should be experienced in Portfolio Management and be results-oriented
Responsibilities:
- The candidates should be able to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service as a member of the Personal and Business Banking Team
- The candidates should be able to deliver on CIBC’s Imperial Service approach as a Financial Advisor, acting as a single point of contact for clients and helping them plan for their current needs and future goals
- The candidates should be able to make lasting connections and provide the right financial advice, assisting clients in securing their futures, owning homes, and setting up businesses
- The candidates should be able to focus on each client’s experience and connect on a personal level to make every interaction meaningful as part of client engagement. They should provide tailored advice and solutions in all areas of financial planning, including day-to-day banking, investments, lending, and estate planning. Additionally, they should cultivate their network to establish new client relationships
- The candidates should be able to deeply understand their local market and potential client base to create sales plans that convert leads into new clients as part of business development. They should use their strong relationship-building and networking skills to create connections, generate opportunities, and deliver bottom-line results. They should leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that results in satisfied, loyal clients and increased referrals
- The candidates should be able to heighten CIBC brand awareness in their community by attending local events and participating in marketing and outreach activities as part of community involvement. They should grow their network to create lasting connections that generate future opportunities
Benefits:
- The candidate will get competitive salary, incentive pay
- The candidate will get banking benefits, a benefits program
- The candidate will get a defined benefit pension plan
- The candidate will get an employee share purchase plan and vacation offering
- The candidate will get wellbeing support, and MomentMakers
- The candidate will get 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!