Financial Advisor-MFDA/AMF
CIBC based in Williams Lake, BC is inviting applications from suitable candidates for the position of Financial Advisor. CIBC is a prominent Canadian financial institution, solidifies its position in the market with a resilient presence and a diverse range of financial offerings. From mortgages to various investment options, the company emphasizes a customer-centric approach and innovative financial services to enhance user experiences. CIBC plays a crucial role in nurturing economic well-being and actively contributing to growth initiatives. 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, $16.00-$20.00 hourly estimated salary
Employment Type: Regular
Location: Williams Lake, BC, CA
Job Location: Williams Lake
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2404665
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
Other Requirements:
- The candidates should be flexible to work banking centre hours, which may include evenings and weekends, to ensure availability to clients
- The candidates should be flexible to work at multiple banking centres within a reasonable travel distance to help deliver a great client experience
- The candidates should be individuals who put our clients first, engaging with purpose to find the right solutions
- 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; they should have successfully completed 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 be certified professionals (MFDA – Ontario), with current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC), and meeting 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 our values
- The candidates should be skilled in business development and client relationship management
- The candidates should excel in community connections and customer experience (CX)
- The candidates should have expertise in financial advising, investments, and lending
- The candidates should possess strong capabilities in 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 as a Financial Advisor, 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, assisting clients in securing their futures, owning homes, and setting up businesses
- The candidates should be able to focus on each client experience and connect on a personal level to make every interaction meaningful, emphasizing 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, contributing to business development
- 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, demonstrating strong business development skills
- 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 results 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, actively involving themselves in community involvement
- The candidates should be able to grow their network to create lasting connections that generate future opportunities
Benefits:
- The candidate will get incentive pay
- The candidate will get banking benefits
- The candidate will get a benefits program
- The candidate will get a defined benefit pension plan
- The candidate will get an employee share purchase plan
- The candidate will get a vacation offering
- The candidate will get wellbeing support
- The candidate 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!