Financial Advisor/Financial Services Specialist MFDA
CIBC based in Toronto, ON is inviting applications from suitable candidates for the position of Financial Advisor. CIBC is a notable Canadian financial institution, maintaining a strong position in the market. It offers a comprehensive range of financial products, including mortgages and investment solutions. The company prides itself on adopting a customer-centric approach and innovative banking solutions, utilizing cutting-edge technology to enhance user experiences. CIBC remains a dependable partner for individuals and businesses, playing a crucial role in fostering financial success and facilitating 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/Financial Services Specialist MFDA
No of Vacancies: 1
Salary: Salary is not mentioned, $18.00-$23.00 hourly estimated salary
Employment Type: Regular
Location: Toronto, ON, CA
Job Location: 4256 Sheppard Avenue East
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2400843
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 our banking centre hours, which may include evenings and weekends
- The candidates should be flexible to work at multiple banking centres within a reasonable travel distance
Other Requirements:
- The candidates should be committed to putting 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, finding meaning in relationships, and surrounding themselves with a diverse network of partners, connecting 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 dedicated to 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 value trust, teamwork, and accountability, bringing their real selves to work and living these values
- The candidates should be experienced in business development, focusing on creating and implementing strategies for growth and expansion
- The candidates should be adept at client relationship management, ensuring strong connections with clients and addressing their needs effectively
- The candidates should excel in community connections, actively participating in local events and outreach activities to enhance the organization’s presence in the community
- The candidates should have a proven track record in customer experience (CX), prioritizing and delivering exceptional service to clients
- The candidates should possess expertise in financial advising, providing tailored advice and solutions to clients in areas such as day-to-day banking, investments, and lending
- The candidates should have a strong background in investments, showcasing proficiency in recommending and managing investment portfolios
- The candidates should be skilled in lending, understanding and meeting clients’ borrowing needs while ensuring responsible lending practices
- The candidates should be experienced in portfolio management, demonstrating the ability to oversee and optimize clients’ investment portfolios effectively
- The candidates should be results-oriented, consistently striving to achieve and exceed performance targets across various aspects of their role
Responsibilities:
- The candidates should be able to build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
- The candidates should be able to deliver on CIBC’s Imperial Service approach, 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 focus on each client experience and connect on a personal level to make every interaction meaningful
- 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
- 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
- The candidates should be able to grow their network to create lasting connections that will generate future opportunities
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.
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!