Financial Advisor - CIBC, Airdrie

Position summary

We are building a relationship-oriented bank for the modern world and need talented, passionate professionals who are dedicated to doing what is right for our clients. CIBC embraces your strengths and ambitions, empowering you at work so you have what you need to make a meaningful impact.

As a member of the Personal and Business Banking Team in Airdrie, you will build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Day-to-day

You will deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You will make lasting connections, provide the right financial advice, help clients secure their futures, own homes, and set up businesses.

Your responsibilities and focus areas include the following:

• Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.
• Cultivate your network to establish new client relationships.
• Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients.
• Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
• Leverage CIBC's wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
• Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.

Please note that you are flexible to work banking centre hours which may include evenings and weekends, and you are flexible to work at multiple banking centres within a reasonable travel distance.

Skills and experience

To succeed in these CIBC careers, you should align with the core values and meet the professional requirements outlined below:

• You put our clients first, engage with purpose, and go the extra mile.
• You are passionate about people, find meaning in relationships, and connect through respect and authenticity.
• You act like an owner and thrive when empowered to take initiative.
• You have a postsecondary degree/diploma and/or 4 years of relevant experience.
• You are goal-oriented and motivated by accomplishing your goals.
• You are a certified professional with current accreditation and good standing for Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing.
• For Quebec candidates: current accreditation and good standing in AMF licensing, successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing, and Registered Retirement Consultant (RRC).

Who you'll work with

At CIBC, you will surround yourself with a diverse network of partners and team members who share high standards and genuine care in their relationships. You will collaborate using modern spaces and a technological toolkit designed to bring together great minds to create innovative solutions that make a difference for clients.