Financial Advisor Intake Job Listing at CIBC in Peterborough, CA-ON (Job ID 12015852)
CIBC is a leading Canadian-based global financial institution. Through our three major businesses – Retail and Business Banking, Wealth Management and Wholesale Banking – we provide a full range of financial products and services to 11 million individual, small business, commercial, corporate and institutional clients in Canada and around the world. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. To learn more about CIBC’s Lines of Business, please visit our website.
CIBC focuses on what matters to our employees – access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.
Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.
To learn more about CIBC and the CIBC Group of Companies please visit CIBC.com.
Imagine being part of CIBC’s Imperial Service Financial Advisory team whose focus is offering comprehensive financial advice to a key consumer group with expected growth of more than $500 billion over the next decade. Imperial Service has the largest, most highly accredited in-branch advisory team at any Canadian bank.
Working as an Imperial Service Advisor you will manage and build on an existing portfolio of select CIBC Imperial Service clients. You will choose from a range of investment portfolios designed to match the personal financial goals and investment time horizon while providing a unique needs-based sales approach to assist your clients in achieving their evolving financial goals.
CIBC’s world class Imperial Service offering reinforces our goal of building and growing a branch-based financial planning business for mass affluent Canadians with sophisticated needs. Your keenly honed relationship-building expertise makes you a perfect candidate for a stimulating role with even more stimulating rewards while working for a proven industry leader. If you haven't thought about a career with CIBC, think again.
– Your role will be to build and strengthen relationships with new and existing clients while meeting clients’ short and long term financial needs, recommending a full range of solutions (banking, credit, investment and wealth protection) and taking into account the clients’ current situation, risk profile, time horizon, and other personal factors
– Proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice and recommendations taking into account the latest developments in the markets, the economy, and the investment industry
– Leverage CIBC’s financial planning tools to help clients understand what they need to do to reach their goals and to encourage them to act on your recommendations
– Proactively identify opportunities to grow your portfolio
What We’re Looking For
– Successful candidates must exhibit CIBC’s values of trust, team work, and accountability
– Must have a completed the IFC or CSC
– Must meet eligibility requirements for MFDA license
– Should have the Professional Financial Planning Course or Wealth Management Essentials
– Must have developed sales and relationship skills sufficient to build strong relationships with customers, to identify appropriate partnership and consolidation opportunities and to proactively promote/sell Imperial Service
– Must have investment, retirement and credit planning skills, to meet the needs of the affluent clients and to compete for the business within the current market
– Must have experienced knowledge of range of investment/deposit products/services and industry and bank compliance standards
– Must have experience in conducting interactive presentations with the ability to convey both factual and conceptual information requiring detailed explanation and interpretation to staff and highly knowledgeable customers, professionals and business groups within the community
– Should have well developed time management skills and the ability to manage multiple competing priorities
– Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance and tax sufficient to discuss these topics with clients and engage or refer to the appropriate specialists
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