Intake Associate, Financial Advisor
CIBC US
full-time
Posted on:
Location Type: Office
Location: Richmond Hill • 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
About the role
- Meet with clients to understand their personal and business priorities
- Advise clients on solutions and provide a forward-looking financial plan
- Ensure clients’ investment, financial and credit related needs are met
- Engage in marketing and outreach activities to show clients you value them
- Create relationships by networking with clients’ families and friends
- Call both existing and potential clients to identify opportunities for future growth
- Engage in community and banking centre events
- Share knowledge by introducing clients to mobile banking applications
Requirements
- 2 – 3 years experience in providing financial advice to clients
- Achieving sales results through advice-based conversations
- Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
- Must meet eligibility requirements for CIRO-MFD licensing
- It's an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice)
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment advicecredit analysissales resultsadvice-based conversations
Soft skills
client relationship managementnetworkingcommunicationcommunity engagementmarketing
Certifications
Mutual Funds LicenseCanadian Securities CourseInvestment Funds in CanadaCIRO-MFD licensingCFSA