Associate Financial Services Specialist/Associate Financial Advisor

Job title:

Affiliate Monetary Providers Specialist/Affiliate Monetary Advisor

Firm

CIBC

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’re empowered at work. Our staff members have what they should make a significant influence and are actually valued for who they’re and what they contribute.To study extra about CIBC, please go toWhat you’ll be doingAs a member of the Private and Enterprise Banking staff, 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 kind a deep understanding of your private and small enterprise shoppers’ wants as you suggest easy, customized options that may assist them obtain their monetary targets. You’ll handle, both individually or as a part of a staff, 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 embody evenings and weekends. To assist ship an amazing shopper expertise, you’re versatile to work at a number of banking centres inside an affordable journey distance.At CIBC we allow the work atmosphere most optimum so that you can thrive in your position. To efficiently carry out the work, you’ll be on-site full-time.The way you’ll succeedShopper 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 – Have interaction in advertising and outreach actions to point out shoppers you worth them and their communities. Develop your community, deepen present relationships, and work as one staff to make sure shoppers are linked to the suitable folks and alternatives.Enterprise improvement – Create relationships by networking with shoppers’ households and associates to uncover alternatives and discuss with acceptable companions. Name each present and potential shoppers to determine alternatives for future progress and income. Have interaction in group and banking centre occasions akin to enterprise improvement occasions, shopper acknowledgement packages and shopper appreciation day to create and improve CIBC presence and achieve market share.Leveraging expertise – Turn into a expertise skilled. Share your data by introducing shoppers to our cellular banking functions, serving to them to higher handle their banking wants.Who you’reYou set our shoppers first. You have interaction with goal to seek out the suitable options. You go the additional mile, as a result of it’s the suitable factor to do.You’re purpose oriented. You’re motivated by engaging in your targets and delivering your greatest to make a distinction.You already know that particulars matter. You discover issues that others do not. Your important pondering expertise assist to tell your choice making.You’re captivated with folks. You discover which means in relationships and encompass your self with a various community of companions. You join with others by means of respect and authenticity.You like to study. You’re captivated with rising your data. You’ve a robust sense of curiosity.You possibly can display 2 – 3 years expertise in offering monetary recommendation to shoppers and reaching gross sales outcomes by means of advice-based conversations.You’re a licensed skilled. You’ve 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’ve 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 AffordsAt CIBC, your targets are a precedence. We begin along with your strengths and ambitions as an worker and try 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 assist, and MomentMakers, our social, points-based recognition program.Our areas and technological toolkit will make it easy to deliver collectively nice minds to create revolutionary options that make a distinction for our shoppers.We domesticate a tradition the place you’ll be able to categorical your ambition by means of initiatives like Objective Day; a paid time off devoted so that you can use to spend money on your progress and improvement.*Topic to plan and program phrases and situationsWhat you must knowCIBC is dedicated to creating an inclusive atmosphere the place all staff 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’s good to be legally eligible to work on the location(s) specified above and, the place relevant, should have a legitimate work or research allow.Job Location Oakville-Glen Abbey NorthEmployment Sort CommonWeekly Hours 37.5Expertise Shopper Relationship Administration, Buyer Expertise (CX), Digital Literacy, Monetary Merchandise, Aim Planning, Group Drawback Fixing, Outbound Calls, Regulatory Necessities, Outcomes-Oriented

Anticipated wage

Location

Oakville, ON

Job date

Thu, 11 Apr 2024 04:35:27 GMT

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