Associate Financial Advisor - CIBC, Invermere

Role overview

We are building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what is right for our clients. 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. Explore exciting CIBC jobs and take your next step with CIBC careers.

As a member of the Personal and Business Banking team, you will work in a fast-paced Banking Centre where you will make a meaningful difference in our clients lives. As an Associate Financial Advisor among these finance jobs in Invermere, you will form a deep understanding of your personal and small business clients needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You will manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

Your impact

In this dynamic role at CIBC in Invermere, your daily responsibilities and contributions will focus on client engagement, relationship building, business development, and leveraging technology:

• 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 by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Skills and experience

To thrive in these CIBC opportunities, candidates should possess specific traits, professional backgrounds, and licensing qualifications:

• Put our clients first by engaging with purpose to find the right solutions and going the extra mile.
• Be goal oriented, motivated by accomplishing your goals, and deliver your best to make a difference.
• Understand that details matter, utilizing critical thinking skills to inform your decision making.
• Be passionate about people, finding meaning in relationships and connecting through respect and authenticity.
• Love to learn with a strong sense of curiosity and a passion for growing your knowledge.
• Demonstrate 2 to 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 a Mutual Funds License, such as the Canadian Securities Course or Investment Funds in Canada, and meet eligibility requirements for CIRO-MFD licensing.
• Bring your real self to work and live our values of trust, teamwork, and accountability.

Who you'll work with

At CIBC, your goals are a priority. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day, a paid day off dedicated for you to use to invest in your growth and development.