Financial Advisor CIRO-MFD (Urban) [Alliston, ON] (Beeton)

Nous btissons une banque axe sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionns qui ont cur de faire ce quil faut pour nos clients. la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir dagir. Les membres de notre quipe disposent de ce dont ils ont besoin pour apporter une contribution significative et tre valoriss, la fois pour ce quils sont et ce quils font. Pour en savoir plus sur la Banque CIBC, visitez le site . What you''ll be doing As a member of the Imperial Service Team, youll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, youll expertly deliver on CIBCs Imperial Service approach, taking responsibility for a large portfolio, and helping clients plan for todays needs and tomorrows goals. Youll proactively engage with many recent and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. Youre flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, youre flexible to work at multiple banking centres within a reasonable travel distance. How you''ll succeed Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships . Cultivate your network to establish new client relationships. Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBCs wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals. Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Who you are You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because its the right thing to do. Youre passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. You act like an owner. You thrive when you''re empowered to take initiative, go above and beyond, and deliver results. Youre goal oriented. Youre motivated by accomplishing your goals and delivering your best to make a difference. Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. You can demonstrate 1.5 3 years experience in financial advisory role managing and growing your own portfolio of clients. Youre a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC), and must meet eligibility requirements for CIRO-MFD licensing upon hire. Personal Financial Planner (PFP) within 24 months of hire. Youre a certified professional (Quebec). You have 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 (Autorit des Marchs Financiers) licensing, and Registered Retirement Consultant (RRC). Its an asset if youve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790). Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. At CIBC, we seek individuals who value innovation,collaboration and client service. This posting is for a rolewe regularly recruit for to support our talent pipeline. Applyto be considered for future opportunities. #LI-TA Ce que la Banque CIBC vous offre la BanqueCIBC, vos objectifs sont une priorit. En fonction de vos forces et de vos ambitions en tant quemploy, nous nous efforons de crer des occasions qui vous permettront dexploiter votre potentiel. Notre objectif est de vous offrir une carrire, pas uniquement un chque de paie. Nous nous efforons de vous rcompenser de faon personnalise et pertinente, notamment en vous offrant un salaire concurrentiel, une rmunration au rendement, des avantages bancaires, ladhsion un programme davantages sociaux*, un rgime de retraite prestations dtermines* et un rgime dachat dactions par les employs, des vacances, du soutien pour votre bien-tre et Crateur de moments, notre programme social de reconnaissance bas sur des points. Grce nos espaces et nos outils technologiques, il devient facile de runir les grands esprits pour crer des solutions novatrices qui amliorent les choses pour nos clients. Nous favorisons une culture qui encourage lexpression de vos ambitions au moyen dinitiatives comme la journe Raison dtre, une journe de cong pay dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement. *Sous rserve des modalits du rgime et du programme Ce que vous devez savoir La BanqueCIBC sest engage crer un milieu de travail intgrateur o tous les membres de lquipe et les clients se sentent leur place. Nous recherchons des candidats dots dun large ventail de comptences et offrons une exprience accessible aux candidats. Si vous avez besoin dune solution dadaptation, crivez . La Banque CIBC sengage faire preuve de clart dans le cadre de son processus dembauche. Tous les affichages visent pouvoir des postes pour lesquels nous recrutons activement, moins davis contraire. Vous devez tre lgalement admissible travailler au Canada dans les lieux prciss ci-dessus et, sil y a lieu, dtenir un permis de travail ou dtudes valide. Nous pourrions vous demander de remplir une valuation fonde sur les attributs et dautres tests de comptences (comme la simulation, la programmation, la matrise du franais) Nous utilisons des outils dintelligence artificielle pendant le processus de recrutement. Notre objectif pour le processus de demande est den apprendre davantage sur vous et sur tout ce que vous avez offrir, et de vous donner loccasion den apprendre davantage sur nous. Lieu de travail Alliston Type demploi Permanent Heures de travail hebdomadaires 37.5 Comptences Ax sur les rsultats, Connexions communautaires, Consultation financire, Dveloppement d''entreprise, Gestion de portfolios, Investissements, Prt, Service client Apply on Kit Job: kitjob.ca/job/2ncqn0