Financial Advisor – MFDA/AMF (Urban)
CIBC based in Richmond, BC is inviting applications from suitable candidates for the position of Financial Advisor – MFDA/AMF (Urban). CIBC stands as a prominent Canadian financial institution, upholding a robust presence in the market. It provides an extensive range of financial offerings, including home loans and investment alternatives. CIBC continues to be a reliable partner for both individuals and enterprises, fostering economic well-being 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 – MFDA/AMF (Urban)
No of Vacancies: 1
Salary: Salary is not mentioned, $30.00-$35.00 hourly estimated salary
Employment Type: Regular
Location: Richmond, BC, CA
Job Location: Richmond-Three West Centre
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2408373
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 experience in providing financial advice to clients and establishing relationships while achieving performance targets
Physical Requirements:
- The candidates should be flexible to work banking centre hours which may include evenings and weekends and be willing to work at multiple banking centres within a reasonable travel distance to 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, 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 their goals and delivering their best to make a difference
- The candidates should be certified professionals (MFDA), possessing current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC), and meeting eligibility requirements for MFDA licensing
- The candidates should be certified professionals (Quebec), holding current accreditation and good standing in AMF licensing, with 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 value trust, teamwork, and accountability, bringing their real selves to work and living by our values
- The candidates should have experience in business development and client relationship management
- The candidates should demonstrate community connections, customer experience (CX), and financial advising skills
- The candidates should possess expertise in investments, lending, 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, acting as a single point of contact for 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, providing 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 deeply understand their local market and potential client base to create sales plans that convert leads into new clients, using strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results
- The candidates should be able to heighten CIBC brand awareness in their community by attending local events and participating in marketing and outreach activities, growing 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!