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    Financial Planning Specialist - Toronto, Canada - CIBC

    CIBC
    CIBC Toronto, Canada

    3 weeks ago

    CIBC background
    Temps plein
    Description

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients.

    À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu'ils sont et ce qu'ils font.

    Pour en savoir plus sur la Banque CIBC, visitez le site .

    What you'll be doing

    As a member of the Personal and Business Banking Team, you'll manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service. As a Senior Financial Planner, 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 mentor a team of advisors to problem solve and provide comprehensive financial advice, help clients to secure their futures, own homes, and set up businesses. You're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.

    How you'll succeed

  • Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and creating complex financial plans. Cultivate your network to establish new client relationships.
  • Business expertise- Become an expert in local market trends and potential client bases, create a comprehensive 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 your experience in investment, retirement, and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.
  • Leading and mentoring- As a seasoned financial professional, provide coaching and support to a team of advisors. Work as one team and support the team as they make informed choices that benefit both the client and CIBC.

    • Who you are

  • 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.
  • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
  • You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  • You are a caring and accountable leader. You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.
  • You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference .
  • You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
  • You can demonstrate 4+ years experience in financial advisory role managing more complex relationships and having in-depth intergenerational, estate and retirement planning knowledge.
  • You're a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), CFP upon hire.
  • You're a certified professional (MFDA). You have current accreditation and good standing in MFDA licensing.
  • Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

    • Ce que la Banque CIBC vous offre

    À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu'employé, nous nous efforçons de créer des occasions qui vous permettront d'exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

  • Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l'adhésion à un programme d'avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d'achat d'actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
  • Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.
  • Nous favorisons une culture qui encourage l'expression de vos ambitions au moyen d'initiatives comme la journée Raison d'être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

    • Sous réserve des modalités du régime et du programme

    Ce que vous devez savoir

  • La Banque CIBC s'est engagée à créer un milieu de travail intégrateur où tous les membres de l'équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d'un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d'une solution d'adaptation, écrivez à .
  • Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s'il y a lieu, détenir un permis de travail ou d'études valide.
  • Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d'autres tests de compétences (comme la simulation, la programmation, la maîtrise du français, MS Office). Notre objectif pour le processus de demande est d'en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l'occasion d'en apprendre davantage sur nous.

    • Lieu de travail

    Toronto 25 King Street West

    ​

    ​ Type d'emploi

    Permanent

    Heures de travail hebdomadaires

    37.5

    Compétences

    Consultation financière, Expérience client (CX), Gestion de la relation clientèle, Gestion de portfolios, Pensée analytique, Planification de l'investissement, Planification de la retraite, Produits d'investissements, Travailler de manière collaborative
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