Associate Financial Advisor - CIBC, Magog

Position summary

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.

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.

What you'll do

To successfully perform the work, you will be on-site full-time. You are flexible to work our banking centre hours which may include evenings and weekends, and you are flexible to work at multiple banking centres within a reasonable travel distance.

• 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.

Qualifications

Successful candidates will exhibit the following characteristics, experience, and certifications:

• You put our clients first, engage with purpose to find the right solutions, and go the extra mile because it is the right thing to do.
• You are goal oriented, motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter, noticing things that others do not with critical thinking skills that inform your decision making.
• You are passionate about people, finding meaning in relationships and surrounding yourself with a diverse network of partners.
• You love to learn, possessing a strong sense of curiosity and a passion for growing your knowledge.
• You can demonstrate 2 to 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
• You have current accreditation and good standing in a Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing.
• It is an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
• You bring your real self to work and live our values of trust, teamwork, and accountability.

About the company

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential, aspiring to give you a career rather than just a paycheck. We recognize you in personalized ways and offer a comprehensive rewards package.

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