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    Senior Financial Advisor - Regina, Canada - CIBC

    CIBC
    CIBC Regina, Canada

    2 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 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 the right 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. 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. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.
  • Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create 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.

    • 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.
  • 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. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  • You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
  • You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
  • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
  • You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
  • You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
  • You're a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire.
  • You're a certified professional (Quebec). 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're a certified professional (IIROC - Ontario). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).
  • 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.

    • Lieu de travail

    Regina-11th & Hamilton St

    ​

    ​ Type d'emploi

    Permanent

    Heures de travail hebdomadaires

    37.5

    Compétences

    Axé sur les résultats, Connexions communautaires, Consultation financière, Développement d'entreprise, Gestion de la relation clientèle, Gestion de portfolios, Investissements, Prêt
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