Financial Advisor – St-Léonard
CIBC based in Saint-Léonard, QC is inviting applications from suitable candidates for the position of Financial Advisor. CIBC holds a prominent position as a noteworthy Canadian financial institution, maintaining a robust foothold in the market. It provides an extensive range of financial offerings, including mortgages and investment alternatives. The company places great importance on its customer-focused strategy and inventive banking options. CIBC continues to be a reliable partner for both individuals and businesses, fostering financial 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 – St-Léonard
No of Vacancies: 1
Salary: Salary is not mentioned, $15.00-$20.00 hourly estimated salary
Employment Type: Regular
Location: Saint-Léonard, QC, CA
Job Location: Langelier & P.E. Lamarche
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2400701
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
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 candidates should prioritize our clients, engaging purposefully to find the right solutions and going the extra mile because it’s the right thing to do
- The candidates should exhibit a passion for people, finding meaning in relationships, and building 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 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 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) is required. It’s considered an asset if they have 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 our organizational principles, bringing their authentic selves to work and living by our values – trust, teamwork, and accountability
- The candidates should possess expertise in business development, demonstrating the ability to identify and pursue new opportunities for growth
- The candidates should excel in client relationship management, building and nurturing strong connections with clients to foster long-term partnerships
- The candidates should have a proven track record of establishing and maintaining community connections, contributing to a positive brand image in the local community
- The candidates should prioritize customer experience (CX), ensuring that clients receive excellent service and satisfaction throughout their interactions with the business
- The candidates should be adept at financial advising, providing comprehensive advice to clients based on their financial goals and circumstances
- The candidates should have a strong background in investments, with the ability to analyze market trends and make informed recommendations to clients
- The candidates should be knowledgeable in lending, offering tailored solutions to meet clients’ borrowing needs
- The candidates should be experienced in portfolio management, effectively overseeing and optimizing clients’ investment portfolios
- The candidates should be results-oriented, setting and achieving goals to contribute to the overall success of the business
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 assisting them in planning for today’s needs and tomorrow’s goals
- The candidates should be able to make lasting connections and provide the right financial advice to help clients secure their futures, own homes, and set up businesses
- 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
- The candidates should be able to engage clients with a focus on each client’s experience, connecting 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 for effective business development
- The candidates should be able to create sales plans that convert leads into new clients, utilizing strong relationship-building and networking skills to 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, resulting 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 banking 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!