Associate Financial Advisor - CIBC, Port Perry

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.

As a member of the Personal and Business Banking team among available CIBC jobs Port Perry, 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.

You are flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you are flexible to work at multiple banking centres within a reasonable travel distance. 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.

Your impact

In this exciting banking position, you will drive business success through client engagement, relationship building, business development, and leveraging technology:

• 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.

What you'll bring

To qualify for these finance jobs Port Perry candidates must embody our core values and meet specific professional criteria:

• You put our clients first, engaging with purpose to find the right solutions and going 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 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 through respect and authenticity.
• You love to learn, possessing a strong sense of curiosity and 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 are a certified professional with 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).
• Values matter to you, bringing your real self to work and living our values of trust, teamwork, and accountability.

The team

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. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including:

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• 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.