Financial Advisor – MFDA (Contract)
CIBC based in Grande Prairie, AB is inviting applications from suitable candidates for the position of Financial Advisor. CIBC is a leading Canadian financial institution with a robust presence in the market. CIBC offers a wide array of financial products, including savings accounts, mortgages, and investment solutions. The company prides itself on customer-centricity and innovative banking solutions, utilizing cutting-edge technology to enhance user experiences. CIBC remains a trusted partner for individuals and businesses, fostering financial success and 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 (Contract)
No of Vacancies: 1
Salary: Salary is not mentioned, $18.00-$20.00 hourly estimated salary
Employment Type: Temporary (Fixed Term)
Location: Grande Prairie, AB
Job Location: 9933 100 Ave., Grande Prairie, AB T8V 0V1, Canada
Weekly Hours: 37.5
Schedule: Full time
Requisition ID/Job ID: 2400316
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
Physical Requirements:
- The candidate should be able to flexible to work in banking centre hours, including evenings and weekends
- The candidate should be able to work at multiple banking centres within a reasonable travel distance
Other Requirements:
- The candidates should be client-focused, prioritizing 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 an owner, thriving when empowered to take initiative, go above and beyond, and deliver results
- The candidates should be goal-oriented, motivated by accomplishing goals and delivering their best to make a difference
- The candidates should have establishing relationships while achieving performance targets
- 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 have, or are willing to obtain before their start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI)
- The candidates should prioritize values, bringing their real selves to work and living the values of trust, teamwork, and accountability
Responsibilities:
- The candidate should be able to build and grow a dedicated client portfolio through effective relationship management, financial services support, and exceptional client service
- The candidate should be able to deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients and assisting them in planning for their current needs and future goals
- The candidate should be able to establish lasting connections and provide the right financial advice to help clients secure their futures, own homes, and set up businesses
- The candidate should be able to focus on each client experience, connecting on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning, including day-to-day banking, investments, lending, and estate planning
- The candidate should be able to cultivate their network to establish new client relationships
- The candidate should be able to deeply understand their local market and potential client base to create sales plans that convert leads into new clients. Use strong relationship-building and networking skills to create connections, generate opportunities, and deliver bottom-line results
- The candidate should be able to leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach, resulting in satisfied, loyal clients, and increased referrals
- The candidate should be able to heighten CIBC brand awareness in their community by attending local events and participating in marketing and outreach activities. 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 Moment Makers, 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!