Jobs
>
Regina

    Full Time Financial Advisor - Regina, Canada - Canadian Imperial Bank of Commerce

    Canadian Imperial Bank of Commerce
    Canadian Imperial Bank of Commerce Regina, Canada

    1 week ago

    Default job background
    Full time
    Description


    Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world.

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

    As a Financial Advisor, you'll 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'll make lasting connections and provide the right financial advice, helping them 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.

    To successfully perform the work, you'll be on-site full-time. 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. ~ Business development
    • 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.

    ~ 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 will generate future opportunities. You find meaning in relationships and surround yourself with a diverse network of partners.

    You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.

    You have current accreditation and good standing for IIROC licensing requirements; You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC).

    It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course
    • Quebec and CSI/ICB Legal & Ethical Aspects of Financial Planning Course You have current accreditation and good standing for IIROC licensing requirements; You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).
    We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

    You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .

    Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented Similar Jobs (2) locations Regina, SK time type Full time posted on Posted Yesterday Senior Financial Advisor (IIROC) locations Regina, SK time type Full time posted on Posted 30+ Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.

    Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

    Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

    #
  • CIBC

    Senior Financial Advisor

    1 week ago

    CIBC Regina, Canada Temps plein

    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 ...

  • CIBC

    Financial Advisor

    1 week ago

    CIBC Regina, Canada Temps plein

    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 ...

  • Royal Bank of Canada

    Financial Advisor

    3 days ago

    Royal Bank of Canada Regina, Canada

    **Job Summary** · As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate wit ...

  • Scotiabank

    Financial Advisor

    1 week ago

    Scotiabank Regina, Canada

    Requisition ID: 183682 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • Scotiabank

    Financial Advisor

    2 days ago

    Scotiabank Regina, Canada

    Requisition ID: 199620 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • Royal Bank of Canada

    Financial Advisor

    2 days ago

    Royal Bank of Canada Regina, Canada

    **Job Summary** · **What is the opportunity?** · As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professi ...

  • Conexus Credit Union

    Financial Advisor

    1 week ago

    Conexus Credit Union Regina, Canada

    At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's more than conducting a banking transaction, it's about providing our members with insightful content, tools, expert advice, and a ...

  • Scotiabank

    Financial Advisor

    2 weeks ago

    Scotiabank Regina, Canada

    Requisition ID: 198202 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • Canadian Imperial Bank of Commerce

    Financial Advisor

    2 days ago

    Canadian Imperial Bank of Commerce Regina, Canada

    Financial Advisor - MFDA/AMF (Urban) page is loaded · Financial Advisor - MFDA/AMF (Urban) · Apply locations Regina, SK time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world. We need talented, passiona ...

  • Conexus Credit Union

    Financial Advisor

    1 week ago

    Conexus Credit Union Regina, Canada Full time

    Posting Details · Job Details · Description · At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's about more than conducting a banking transaction, it's about providing our member ...

  • Forest Hills Financial Group

    Financial Advisor

    1 week ago

    Forest Hills Financial Group Regina, Canada Full time

    *Remote/hybrid opportunity from Bergen/Essex/Passaic/Morris/Somerset/Union/Hudson County, New Jersey. Office space is located in New York City.* · Forest Hills Financial Group, a member of The Guardian Network, is looking for individuals like you to join our team as a Financial A ...

  • Conexus Credit Union

    Financial Advisor

    3 weeks ago

    Conexus Credit Union Regina, Canada Full time

    At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's about more than conducting a banking transaction, it's about providing our members with insightful content, tools, expert advice, ...

  • Royal Bank of Canada

    Financial Advisor

    1 week ago

    Royal Bank of Canada REGINA, Canada Full time

    Job Summary · What is the opportunity? · As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional adv ...

  • 0000050007 Royal Bank of Canada

    Financial Advisor

    1 week ago

    0000050007 Royal Bank of Canada Regina, Canada Full time

    Job Description · What will you do? Communicate with clients to learn about their needs and help them achieve their goals · Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs · Co ...

  • Cpask

    Senior Financial Advisor

    1 week ago

    Cpask Régina, SK, Canada Full time

    The Ministry of Social Services is committed to investing in positive outcomes for people in areas of income support, child and family services, supports for persons with disabilities and affordable housing. The ministry works with citizens as they build better lives for themselv ...

  • Serenia Life Financial

    Financial Insurance Advisor

    1 week ago

    Serenia Life Financial Regina, Canada Full time

    Location: Saskatchewan · Type: Full Time · Imagine working for a company that is both Human and Kind... · At Serenia Life Financial we've been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financ ...

  • Aviso

    Financial Associate Wealth Advisor

    1 week ago

    Aviso Regina, Canada

    Affinity Financial Strategies/GP Financial Services · Licensed Sales Assistant or Associate Wealth Advisor · Affinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. A ...

  • Aviso Wealth Inc

    Financial Associate Wealth Advisor

    1 week ago

    Aviso Wealth Inc Régina, SK, Canada

    Affinity Financial Strategies/GP Financial Services · Licensed Sales Assistant or Associate Wealth Advisor · Affinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor ...

  • Aviso Wealth Inc

    Financial Associate Wealth Advisor

    1 week ago

    Aviso Wealth Inc Régina, SK, Canada

    Affinity Financial Strategies/GP Financial Services · Licensed Sales Assistant or Associate Wealth Advisor · Affinity Financial Strategies ("AFS"), in partnership with GP Financial Services, presently has an opening for a Licensed Sales Assistant or an Associate Wealth Advisor. ...

  • Sun Life Financial

    sun life financial advisor

    2 days ago

    Sun Life Financial Regina, Canada

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...