Senior Financial Advisor - Abitibi-Témiscamingue, Val-d'Or
Senior Financial Advisor - Abitibi-Témiscamingue, Val-d'Or
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Val-d'Or, Canada
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Publiée: il y a moins d’une semaine
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Description
Overview
We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 makea meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com.Responsibilities
As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools and give them theright advice to help them make well‑informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance. To successfully perform the work, you’ll be on‑site full‑time.How you'll succeed
Client engagement– Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships. Business development –Understand your local market and potential client base to create a comprehensive sales plan that converts 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 results in satisfied, loyal clients and increased referrals.Community involvement– Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that generate future opportunities. Key Qualities
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it’s the right thing to do. You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.You act like an owner, thrive when empowered to take initiative, and deliver results. You’re goal‑oriented and driven by accomplishing goals and delivering your best. You inspire outcomes by sharing your expertise. You understand that relationships and networks are essential to success. Qualifications
1.5– 3 years experience in a financial advisory role managing and growing your own portfolio of clients. Certified professional (CIRO‑MFD). Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investment Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO‑MFD licensing upon hire.Personal Financial Planner (PFP) accreditation within 24 months of hire. For Quebec: certified professional. Current accreditation and good standing in AMF licensing; successful completion of Canadian Investment Funds Course (CIFC) or CSC to support AMF licensing, and Registered Retirement Consultant (RRC). Asset if completed CSI/ICB Investment and Taxation Fundamentals Course– Quebec (0774) or CSI/ICB Legal&Ethical Aspects of Financial Planning Course (0790). Benefits
At CIBC, your goals are a priority. We offer 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 the MomentMakers social points‑based recognition program. Our spaces and technological toolkit help you 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 such as Purpose Day – a paid day off dedicated for you to invest in your growth and development.
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We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 makea meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com.Responsibilities
As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools and give them theright advice to help them make well‑informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance. To successfully perform the work, you’ll be on‑site full‑time.How you'll succeed
Client engagement– Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships. Business development –Understand your local market and potential client base to create a comprehensive sales plan that converts 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 results in satisfied, loyal clients and increased referrals.Community involvement– Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that generate future opportunities. Key Qualities
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it’s the right thing to do. You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.You act like an owner, thrive when empowered to take initiative, and deliver results. You’re goal‑oriented and driven by accomplishing goals and delivering your best. You inspire outcomes by sharing your expertise. You understand that relationships and networks are essential to success. Qualifications
1.5– 3 years experience in a financial advisory role managing and growing your own portfolio of clients. Certified professional (CIRO‑MFD). Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investment Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO‑MFD licensing upon hire.Personal Financial Planner (PFP) accreditation within 24 months of hire. For Quebec: certified professional. Current accreditation and good standing in AMF licensing; successful completion of Canadian Investment Funds Course (CIFC) or CSC to support AMF licensing, and Registered Retirement Consultant (RRC). Asset if completed CSI/ICB Investment and Taxation Fundamentals Course– Quebec (0774) or CSI/ICB Legal&Ethical Aspects of Financial Planning Course (0790). Benefits
At CIBC, your goals are a priority. We offer 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 the MomentMakers social points‑based recognition program. Our spaces and technological toolkit help you 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 such as Purpose Day – a paid day off dedicated for you to invest in your growth and development.
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Informations clefs
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Nom de l’entrepriseCanadian Imperial Bank of Commerce
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Titre de posteSenior Financial Advisor - Abitibi-Témiscamingue
Conseils de Sécurité
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Informations supplémentaires sur l’annonce
Senior Financial Advisor - Abitibi-Témiscamingue est visible sur Locanto dans la rubrique Val-d'Or Informatique, télécommunications.
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