Financial Advisor – MFDA/AMF (Urban)
CIBC based in Edmonton, AB is inviting applications from suitable candidates for the position of Financial Advisor. CIBC positions itself as a significant Canadian financial entity, upholding a resilient presence in the market. Delivering a comprehensive spectrum of financial options, encompassing mortgages and diverse investment alternatives, the company prioritizes its customer-centric approach and introduces innovative financial services to improve user interactions. CIBC remains a steadfast partner for both individuals and enterprises, fostering economic well-being and actively contributing to 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 (Urban)
No of Vacancies: 1
Salary: Salary is not mentioned, $16.00-$25.00 hourly estimated salary
Employment Type: Regular
Location: Edmonton, AB
Job Location: Edmonton-Commerce Place
Schedule: Full time
Shift: Evenings and weekends
Weekly Hours: 37.5
Requisition ID/Job ID: 2401386
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 candidate should prioritize 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 candidate 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 candidate should act like an owner, thriving when empowered to take initiative, go above and beyond, and deliver results
- The candidate should be goal-oriented, motivated by accomplishing their goals, and delivering their best to make a difference
- The candidate should be a certified professional (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 candidate should be a certified professional (Quebec)
- The candidate should have current accreditation and good standing in AMF licensing
- The candidate should successfully complete 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)
- The candidate should consider it an asset to have completed CSI/ICB Investment and Taxation Fundamentals Course – Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
- The candidate should prioritize values, bringing their real self to work and living our values – trust, teamwork, and accountability
- The candidate should engage in business development
- The candidate should demonstrate proficiency in client relationship management
- The candidate should prioritize community connections
- The candidate should actively participate in customer engagement
- The candidate should have prior experience and skills in providing an exceptional customer experience (CX)
- The candidate should be well-versed in financial advising
- The candidate should exhibit proficiency in investments
- The candidate should possess lending skills
- The candidate should have experience in portfolio management
- The candidate should approach their work with a results-oriented mindset
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 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 at multiple banking centres within a reasonable travel distance
- 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!