Financial Advisor/Financial Services Specialist
CIBC based in Toronto, ON is inviting applications from suitable candidates for the position of Financial Advisor. CIBC occupies a noteworthy position as a substantial Canadian financial entity, sustaining a robust presence in the market. It provides an extensive range of financial options, including mortgages and various investment alternatives. The organization places significant emphasis on its customer-centric approach and innovative banking solutions. CIBC remains a trustworthy collaborator for both individuals and businesses, nurturing financial prosperity and actively contributing to expansion. 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
No of Vacancies: 1
Salary: Salary is not mentioned, $16.00-$25.00 hourly estimated salary
Employment Type: Regular
Location: Toronto, ON, CA
Job Location: Toronto-Rexdale & Martin Grove
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2401675
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
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 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 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 bring their real selves to work and live our values – trust, teamwork, and accountability
- The candidates should have experience in Banking, demonstrating an understanding of industry practices and procedures
- The candidates should be adept in Business Development, with a proven ability to identify and pursue opportunities for organizational growth
- The candidates should have a track record of successfully building and expanding a Client Base through effective client prospecting and relationship management
- The candidates should have strong Community Connections, reflecting their ability to establish and maintain relationships within the local community
- The candidates should prioritize Customer Experience (CX), ensuring clients receive a positive and seamless experience in financial services
- The candidates should have experience in Financial Advising, providing strategic guidance and recommendations to clients based on their financial goals
- The candidates should demonstrate knowledge of a diverse range of Financial Products, showcasing their understanding of investment options and banking services
- The candidates should excel in Goal Planning, demonstrating their ability to set and achieve targets aligned with business objectives
- The candidates should possess expertise in Investment Planning and Portfolio Management, showcasing their ability to manage and optimize client investments
- The candidates should possess experience in Lending is essential, demonstrating the candidates’ ability to assess creditworthiness and provide lending solutions
- The candidates should be Results-Oriented, with a proven track record of achieving and exceeding performance goals
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 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!