Financial advisor
Canadian Imperial Bank of Commerce’s Personal and Business Banking Team based in Nelson, BC is inviting applications from suitable candidates for the position of Financial advisor. Canadian Imperial Bank of Commerce’s Personal and Business Banking Team offers a full spectrum of financial services. CIBC operates as leading bank. With a strong emphasis on customer service and digital banking solutions, CIBC serves a diverse clientele nationwide, ensuring convenient and reliable financial management for both individuals and businesses. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Canadian Imperial Bank of Commerce (CIBC)
Team: Personal and Business Banking Team
Position: Financial advisor – MFDA/AMF
No of Vacancies: 3
Salary: Salary is not mentioned, $45.00 – $50.00 hourly estimated salary
Employment Type: Full time/Regular
Location: Nelson, BC, CA
Shift: 37.5 Hours/Week
Job ID: 2413697
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completion of Canadian Investment Funds Course (CIFC)
Experience: Candidates should have 1 to 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets
Other Requirements:
- The candidates should put our clients first. They should engage with purpose to find the right solutions and go the extra mile, because it’s the right thing to do
- The candidates should be passionate about people. They should find meaning in relationships and surround themselves with a diverse network of partners, connecting with others through respect and authenticity
- The candidates should act like an owner. They should thrive when empowered to take initiative, go above and beyond, and deliver results
- The candidates should be goal-oriented. They should be motivated by accomplishing their goals and delivering their best to make a difference
- The candidates should be certified professionals (MFDA). They should have current accreditation and good standing in The Canadian Securities Course (CSC) or Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing
- The candidates should be certified professionals (Quebec). They should have current accreditation and good standing in AMF licensing, with successful completion of 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 or ICB Investment and Taxation Fundamentals Course – Quebec (0774) and CSI/ICB Legal and Ethical Aspects of Financial Planning Course (0790)
- The candidates should be certified professionals (MFDA – Ontario). They should have current accreditation and good standing in the Canadian Securities Course (CSC) or Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing. They should have, or be willing to obtain before their start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI)
- The candidates should value trust, teamwork, and accountability. They should bring their real selves to work and live these values
Responsibilities:
- The candidates should be able to engage clients by focusing on each client’s experience and establishing personal connections to ensure meaningful interactions
- The candidates should be able to provide tailored advice and solutions across various areas of financial planning, including day-to-day banking, investments, lending, and estate planning
- The candidates should be able to cultivate their network to develop new client relationships
- The candidates should be able to deeply understand their local market and potential client base to formulate effective sales plans that convert leads into new clients
- The candidates should be able to utilize strong relationship building and networking skills to create connections, generate opportunities, and achieve measurable results
- The candidates should be able to leverage CIBC’s extensive range of credit and investment solutions to offer a needs-based approach, enhancing client satisfaction and encouraging referrals
- The candidates should be able to enhance CIBC brand awareness in their community by actively participating in local events and engaging in marketing and outreach activities
- The candidates should be able to expand their network to establish lasting connections that generate future business opportunities
Benefits:
- The candidates will get benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, MomentMakers, our social and 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!