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About the Role

As an Associate Financial Advisor on the Imperial Service team, you will work in a fast-paced Banking Centre, making a meaningful difference in clients' lives by understanding their needs and recommending personalized financial solutions. You will manage a portfolio of mortgage clients, focusing on deepening client relationships.

Responsibilities

Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
Ensure clients’ investment, financial, and credit-related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Engage in marketing and outreach activities to show clients you value them and their communities.
Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners.
Call both existing and potential clients to identify opportunities for future growth and revenue.
Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Become a technology expert and share knowledge by introducing clients to our mobile banking applications.

Requirements

Demonstrate 2 – 3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations.
Hold current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
Meet eligibility requirements for CIRO-MFD licensing.
Be legally eligible to work at the specified location(s).
Potentially complete an attribute-based assessment and other skills tests.

Skills

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

Location

Toronto

Work Type

On-site
Full-time

Experience Level

2-3 years

Education Level

Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
CFSA (Certificate of Financial Services Advice) - 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.
CIBC embraces employee strengths and ambitions, empowering them at work.
CIBC team members have what they need to make a meaningful impact and are truly valued.
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
CIBC seeks applicants with a wide range of abilities and provides an accessible candidate experience.

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.