Senior Financial Advisor – IIROC
CIBC based in Truro, NS is inviting applications from suitable candidates for the position of Senior Financial Advisor – IIROC. CIBC is a prominent player in the Canadian financial landscape, renowned for its strong market presence. Offering a diverse range of financial products such as home loans and investment options, CIBC places emphasis on client-centricity and innovative financial services to enhance user interactions. Serving as a trusted partner for individuals and businesses, CIBC plays an integral role in fostering economic growth and actively contributes 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: Senior Financial Advisor – IIROC
No of Vacancies: 1
Salary: Salary is not mentioned, $55.00-$60.00 hourly estimated salary
Employment Type: Regular
Location: Truro, NS, CA
Job Location: Truro-813 Prince St.
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2407984
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 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients
Physical Requirements:
- The candidates should be flexible to work banking centre hours, including evenings and weekends, to deliver a great client experience
- The candidates should be flexible to work at multiple banking centres within a reasonable travel distance to help deliver a great client experience
Other Requirements:
- The candidates should put our clients first, 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 engage with their heart and mind, caring about people and respecting different perspectives, listening to and learning from the experiences of others
- The candidates should make a difference, understanding that relationships and networks are essential to success and inspiring outcomes by sharing their expertise
- The candidates should embrace and advocate for change, continuously evolving their thinking and the way they work to deliver their best
- The candidates should be certified professionals (IIROC), possessing current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire
- The candidates should excel in business development, demonstrating the ability to identify and cultivate opportunities for growth
- The candidates should possess strong client relationship management skills, fostering long-term partnerships and delivering exceptional service
- The candidates should be adept at building community connections, engaging with various stakeholders to enhance the organization’s presence and reputation
- The candidates should have experience in financial advising, providing tailored recommendations to meet clients’ unique needs and goals
- The candidates should possess knowledge of investments and lending, offering comprehensive solutions to support clients’ financial objectives
- The candidates should be skilled in portfolio management, effectively balancing risk and return to optimize investment performance
- The candidates should be results-oriented, consistently achieving targets and delivering measurable outcomes in line with organizational objectives
Responsibilities:
- The candidates should be able to manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service as a member of the Personal and Business Banking Team
- The candidates should be able to expertly deliver on CIBC’s Imperial Service approach as a Senior Financial Advisor in the Imperial Service Team, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals
- The candidates should be able to proactively engage with many new and existing clients to make lasting connections and understand their goals
- The candidates should be able to build clients’ financial plans using advanced CIBC tools and give them the right advice to help them make well-informed choices for their future
- The candidates should be able to focus on each client experience and connect on a personal level to make every interaction meaningful, delivering trusted investment advice and creating personalized financial plans to enhance existing relationships
- 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 a comprehensive sales plan that will convert leads into new clients
- The candidates should be able to use their strong relationship building and networking skills to build connections, create 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 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!