CIBC US

Financial Consultant

CIBC US

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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About the role

  • Support Imperial Service clients by utilizing knowledge of CIBC banking financial services to provide specialized support on financial planning and advice cycle
  • Review and evaluate the needs of customers while maintaining a standard for World Class Service
  • Engage with existing clients to provide high-quality financial planning, advice, and recommendations tailored to each client
  • Identify possible process improvements that would increase productivity and ensure optimal efficiency and client satisfaction.

Requirements

  • CIRO-ID certified professional
  • Current accreditation and good standing for CIRO-ID licensing
  • Current accreditation and good standing in AMF licensing (Quebec)
  • Successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)
  • Registered Retirement Consultant (RRC)
  • It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774)
  • CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
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
  • Purpose Day; a paid day off dedicated for you to use 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 & Tools
financial planningfinancial adviceprocess improvementclient satisfaction
Soft Skills
customer servicecommunicationengagementevaluation
Certifications
CIRO-IDAMF licensingCanadian Investment Funds Course (CIFC)Canadian Securities Course (CSC)Registered Retirement Consultant (RRC)CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774)CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)