Financial Advisor
CIBC US
full-time
Posted on:
Location Type: Office
Location: Victoria • 🇨🇦 Canada
Visit company websiteJob Level
Junior
About the role
- Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
- Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients
- Help clients plan for today’s needs and tomorrow’s goals
- Provide the right financial advice, helping clients secure their futures, own homes, and set up businesses
- Work at multiple banking centres within a reasonable travel distance
- Engage with clients 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
- Create sales plans that will convert leads into new clients
- 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
- Increase CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities
Requirements
- 1 – 3 years experience in providing financial advice to clients
- Establishing relationships while achieving performance targets
- Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) for CIRO-MFD licensing
- Certified professional (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)
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- A benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to invest in your growth and development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial advicefinancial planningsales planningclient portfolio managementinvestment solutionslendingestate planningrelationship managementperformance targetsneeds-based approach
Soft skills
client servicecommunicationinterpersonal skillsrelationship buildingproblem solvingadaptabilityteam collaborationcustomer engagementmarketing outreachcommunity involvement
Certifications
Canadian Securities Course (CSC)Canadian Investment Funds Course (CIFC)Investment Funds in Canada Course (IFC)AMF licensingRegistered Retirement Consultant (RRC)