Associate Financial Advisor - CIBC, Williams Lake

The opportunity

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. To successfully perform the work, you will be on-site full-time.

What you'll do

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.

• 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

• 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) 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).
• Put our clients first, engage with purpose to find the right solutions, and go the extra mile.
• Goal oriented and motivated by accomplishing your goals and delivering your best to make a difference.
• Strong attention to detail with critical thinking skills to inform your decision making.
• Passionate about people, finding meaning in relationships, and connecting through respect and authenticity.
• Passionate about growing your knowledge with a strong sense of curiosity.
• Bring your real self to work and live our values of trust, teamwork, and accountability.

Who you'll work with

You will collaborate closely with personal and business banking colleagues, Imperial Service partners, and business development networks. 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.