Associate Financial Advisor - CIBC, Vancouver

About the role

We are building a relationship-oriented bank for the modern world. At CIBC, we need talented, passionate professionals who are dedicated to doing what is right for our clients, embracing your strengths and ambitions so you are empowered at work.

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. You will form a deep understanding of personal and small business client needs and recommend simple, personalized solutions.

What you'll do

Your day-to-day responsibilities within this banking environment encompass 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 appropriate Imperial Service and Business Banking colleagues.
• Engage in marketing and outreach activities to show clients you value them and their communities, growing your network and deepening existing relationships.
• 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 days to create and enhance CIBC presence and gain market share.
• Become a technology expert and share your knowledge by introducing clients to our mobile banking applications to help them manage their banking needs.

Requirements

Candidates must meet specific professional and behavioral criteria to succeed in this financial role:

• 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 (Canadian Securities Course or Investment Funds in Canada) and meet eligibility requirements for CIRO-MFD licensing.
• Possess current accreditation and good standing in CFSA (Certificate of Financial Services Advice) as an asset.
• Put clients first, engaging with purpose to find the right solutions and going the extra mile.
• Be goal oriented, motivated by accomplishing objectives and delivering your best to make a difference.
• Notice details that others miss, using critical thinking skills to inform decision making.
• Be passionate about people, finding meaning in relationships and connecting through respect and authenticity.
• Love to learn, showing a strong sense of curiosity and passion for growing your knowledge.

About the employer

CIBC strives to create opportunities to tap into your potential, offering a career rather than just a paycheck. Perks and recognition include a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social points-based recognition program.

We cultivate an inclusive culture where all team members and clients belong, offering initiatives like Purpose Day to invest in your personal growth and development.