Cibc

Associate Financial Advisor

Exeter, ON · Full-time

Work authorization requiredDetected 22 days ago

ExpressBusiness DevelopmentOutbound SalesRecruitingProblem SolvingCritical Thinking

About the role

We need talented, passionate professionals who are dedicated to doing what's right for our clients.
Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives.

Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities.
Business development - Create relationships by networking with clients' families and friends to uncover opportunities and refer to appropriate partners.
Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

You know that details matter.
You have a strong sense of curiosity.
You can demonstrate 2.
3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and 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).
We cultivate a culture where you can express your ambition through initiatives like Purpose Day
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing

You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.
At CIBC we enable the work environment most optimal for you to thrive in your role.

This listing is sourced directly from Cibc's careers page and normalized into a canonical job model.