Associate Financial Services Specialist/Associate Financial Advisor


Job title:

Affiliate Monetary Providers Specialist/Affiliate Monetary Advisor



Job description

We’re constructing a relationship-oriented financial institution for the fashionable world. We’d like gifted, passionate professionals who’re devoted to doing what’s proper for our shoppers.At CIBC, we embrace your strengths and your ambitions, so you might be empowered at work. Our group members have what they should make a significant impression and are actually valued for who they’re and what they contribute.To be taught extra about CIBC, please go toWhat you’ll be doingAs a member of the Private and Enterprise Banking group, you’ll work in a fast-paced Banking Centre the place you’ll make a significant distinction in our shoppers’ lives. As an Affiliate Monetary Providers Specialist, you’ll type a deep understanding of your private and small enterprise shoppers’ wants as you advocate easy, customized options that may assist them obtain their monetary objectives. You’ll handle, both individually or as a part of a group, a portfolio of mortgage shoppers the place the main target is on deepening the shopper relationship. You’re versatile to work our banking centre hours which can embrace evenings and weekends. To assist ship an incredible shopper expertise, you’re versatile to work at a number of banking centres inside an inexpensive journey distance.At CIBC we allow the work surroundings most optimum so that you can thrive in your position. To efficiently carry out the work, you’ll be on-site full-timeThe way you’ll succeedConsumer engagement – Meet with shoppers to know their private and enterprise priorities, advise them on options, and supply a forward-looking monetary plan. Guarantee shoppers’ funding, monetary and credit score associated wants are met by offering a complete retail banking provide or by making a proper introduction to the suitable Imperial Service and Enterprise Banking colleagues.Relationship constructing – Interact in advertising and outreach actions to indicate shoppers you worth them and their communities. Develop your community, deepen present relationships, and work as one group to make sure shoppers are related to the fitting individuals and alternatives.Enterprise growth – Create relationships by networking with shoppers’ households and associates to uncover alternatives and consult with acceptable companions. Name each present and potential shoppers to determine alternatives for future progress and income. Interact in neighborhood and banking centre occasions reminiscent of enterprise growth occasions, shopper acknowledgement applications and shopper appreciation day to create and improve CIBC presence and acquire market share.Leveraging know-how – Change into a know-how professional. Share your information by introducing shoppers to our cellular banking functions, serving to them to higher handle their banking wants.Who you might beYou place our shoppers first. You interact with goal to search out the fitting options. You go the additional mile, as a result of it’s the fitting factor to do.You’re purpose oriented. You’re motivated by conducting your objectives and delivering your finest to make a distinction.You recognize that particulars matter. You discover issues that others do not. Your important considering expertise assist to tell your determination making.You’re obsessed with individuals. You discover that means in relationships and encompass your self with a various community of companions. You join with others by respect and authenticity.You like to be taught. You’re obsessed with rising your information. You might have a powerful sense of curiosity.You possibly can display 2 – 3 years expertise in offering monetary recommendation to shoppers and attaining gross sales outcomes by advice-based conversations.You’re a licensed skilled. You might have present accreditation and good standing in Mutual Funds License (Canadian Securities Course or Funding Funds in Canada). It’s an asset when you’ve got present accreditation and good standing in CFSA (Certificates of Monetary Providers Recommendation).You’re a licensed skilled (Ontario). You might have present accreditation and good standing within the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and should meet eligibility necessities for MFDA licensing.Values matter to you. You deliver your actual self to work and you reside our values – belief, teamwork, and accountability.What CIBC PresentsAt CIBC, your objectives are a precedence. We begin together with your strengths and ambitions as an worker and attempt to create alternatives to faucet into your potential. We aspire to provide you a profession, quite than only a paycheck.We work to acknowledge you in significant, customized methods together with a aggressive wage, incentive pay, banking advantages, a advantages program*, outlined profit pension plan*, an worker share buy plan, a trip providing, wellbeing help, and MomentMakers, our social, points-based recognition program.Our areas and technological toolkit will make it easy to deliver collectively nice minds to create progressive options that make a distinction for our shoppers.We domesticate a tradition the place you possibly can categorical your ambition by initiatives like Function Day; a paid break day devoted so that you can use to put money into your progress and growth.*Topic to plan and program phrases and situationsWhat you might want to knowCIBC is dedicated to creating an inclusive surroundings the place all group members and shoppers really feel like they belong. We search candidates with a variety of talents and we offer an accessible candidate expertise. For those who want lodging, please contactIt is advisable be legally eligible to work on the location(s) specified above and, the place relevant, should have a sound work or research allow.Job Location Toronto-Danforth & BirchmountEmployment Kind CommonWeekly Hours 37.5Expertise Consumer Relationship Administration, Buyer Expertise (CX), Digital Literacy, Monetary Merchandise, Purpose Planning, Group Drawback Fixing, Outbound Calls, Regulatory Necessities, Outcomes-Oriented

Anticipated wage


Toronto, ON

Job date

Sat, 30 Mar 2024 07:14:50 GMT

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