Financial Advisor
CIBC based in Sidney, BC is inviting applications from suitable candidates for the position of Financial Advisor. CIBC distinguishes itself as a significant player in the Canadian financial landscape, upholding a resilient market presence. Offering a diverse range of financial options, including mortgages and a variety of investment alternatives, the company prioritizes a customer-centric approach and innovative financial services to enhance user engagement. CIBC contributes to economic well-being and actively fosters 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-MFDA/AMF
No of Vacancies: 1
Salary: Salary is not mentioned, $15.00-$20.00 hourly estimated salary
Employment Type: Regular
Location: Sidney, BC, CA
Job Location: Sidney-2339 Beacon Ave
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2400696
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 1 – 3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets
Other Requirements:
- The candidates should put clients first, 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, find meaning in relationships, and surround 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 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 (Quebec) with current accreditation and good standing in AMF licensing; Successful completion of 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 be certified professionals (MFDA – 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. 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 have skills in business development and client relationship management
- The candidates should establish community connections and prioritize customer experience (CX)
- The candidates should be experienced in financial advising, investments, and lending
- The candidates should possess portfolio management skills 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 their clients and helping them plan for today’s needs and tomorrow’s goals
- The candidates should be able to make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses
- The candidates should be able to work banking centre hours, including 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
- The candidates should be able to focus on each client experience and connect on a personal level to make every interaction meaningful as part of client engagement
- The candidates should be able to provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending, and estate planning
- The candidates should be able to 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 will convert leads into new clients as part of business development
- The candidates should be able to use their strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom-line results
- The candidates should be able to leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result 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
- The candidates should be able to grow their network to create lasting connections that will generate future opportunities
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.
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!