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About the Role

We are building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what’s right for our clients. At CIBC, we empower our team members to make a meaningful impact and value them for who they are and what they contribute.

Responsibilities

• Make a meaningful difference in clients' lives by understanding their personal and small business needs.
• Recommend simple, personalized solutions to help clients achieve their financial goals.
• Manage a portfolio of mortgage clients, focusing on deepening client relationships.
• Meet with clients to understand their priorities, advise on solutions, and provide financial plans.
• Ensure clients' investment, financial, and credit needs are met by offering comprehensive retail banking solutions or referring to appropriate colleagues.
• Engage in marketing and outreach activities to show clients value and grow your network.
• Deepen existing relationships and collaborate to connect clients with the right people and opportunities.
• Network with clients' families and friends to uncover opportunities and refer to partners.
• Call existing and potential clients to identify growth and revenue opportunities.
• Participate in community and banking centre events to enhance CIBC presence and gain market share.
• Become a technology expert and introduce clients to mobile banking applications.

Requirements

• Put clients first and engage with purpose to find the right solutions.
• Go the extra mile because it's the right thing to do.
• Be goal-oriented and motivated by accomplishing goals.
• Pay attention to details and utilize critical thinking skills for decision-making.
• Be passionate about people, relationships, and connecting with others through respect and authenticity.
• Be passionate about growing knowledge and possess a strong sense of curiosity.
• Demonstrate 2-3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations.
• Be a certified professional with current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
• Meet eligibility requirements for CIRO-MFD licensing.
• Values matter: bring your real self to work and live CIBC values - trust, teamwork, and accountability.
• Be legally eligible to work at the specified location(s).
• May be asked to complete an attribute-based assessment and other skills tests.
• Be aware that AI tools are used during the recruitment process.

Skills

• Client Service
• Customer Experience (CX)
• Digital Literacy
• Financial Products
• Goal Planning
• Group Problem Solving
• Outbound Calls
• Regulatory Requirements
• Results-Oriented

Location

• Toronto-Keele and St. Clair

Work Type

• On-site full-time
• Regular

Experience Level

• 2-3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations

Education Level

• Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
• CIRO-MFD licensing eligibility
• Certificate of Financial Services Advice (CFSA) - asset

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers recognition program
• Purpose Day (paid day off for growth and development)

About the Company

• CIBC is building a relationship-oriented bank for the modern world.
• At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
• 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

Equal Opportunity

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
• We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
• If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.