Senior financial advisor
Canadian Imperial Bank of Commerce (CIBC) based in Montréal, QC is inviting applications from suitable candidates for the position of Senior financial advisor. Canadian Imperial Bank of Commerce (CIBC) is a major Canadian financial institution. It offers a broad spectrum of banking and financial services since 1867. It is renowned for its commitment to innovation and customer service, delivering convenient and secure banking solutions. As one of Canada’s “Big Five” banks, CIBC plays a pivotal role in the country’s financial landscape, contributing to economic growth and stability. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Canadian Imperial Bank of Commerce (CIBC)
Position: Senior financial advisor
No of Vacancies: 1
Salary: Salary is not mentioned, $15.00-$20.00 hourly estimated salary
Employment Type: Full time/Regular
Location: Montréal, QC, Canada
Schedule: Flexible
Shifts: Banking centre hours, evenings and weekends (37.5 hours weekly)
Job ID: 2320112
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC)
Experience: Candidates should have 1.5 to 3 years experience in financial advisory role managing
Physical Requirements:
- The candidates should thrive when empowered to take initiative, go above and beyond, and deliver results, being motivated by accomplishing goals and delivering their best to make a difference
- The candidates should Obtain the Personal Financial Planner (PFP) designation within 24 months of hire
- The candidates should bring real self to work and you live our values, trust, teamwork, and accountability
Other Requirements:
- The candidates should engage with purpose to find the right solutions, consistently going the extra mile because it’s the right thing to do
- The candidates should find meaning in relationships and actively surround themselves with a diverse network of partners, connecting with others through respect and authenticity
- The candidates should have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing upon hire
- The candidates should also have current accreditation and good standing in AMF licensing to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC)
- The candidates should 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 have 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 have, or be willing to obtain before their start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI)
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
- The candidates should be able to expertly deliver on CIBC’s Imperial Service approach, 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, understand their goals, build their financial plan 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 help deliver a great client experience, they should be flexible 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 deliver trusted investment advice and create personalized financial plans to enhance existing relationships and 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 and 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, increased referrals, and 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, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, and well-being support
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!