Associate Financial Advisor - CIBC, Kamloops

About the role

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. 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, 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.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you will be on-site full-time.

Key duties

• Client engagement - 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.
• Relationship building - 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.
• Business development - 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.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Requirements

We look for individuals who put our clients first, are goal-oriented, know that details matter, are passionate about people, and love to learn. Candidates must also meet the following professional criteria:

• Demonstrate 2 to 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
• Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
• Must meet eligibility requirements for CIRO-MFD licensing.
• Current accreditation and good standing in CFSA (Certificate of Financial Services Advice) is considered an asset.
• Legally eligible to work at the location specified and hold a valid work or study permit where applicable.

What CIBC Offers

At CIBC, your goals are a priority. We aspire to give you a career, rather than just a paycheck, supporting you with comprehensive rewards and programs:

• Competitive salary and incentive pay
• Banking benefits and a benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering and wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day, a paid day off dedicated to invest in your growth and development