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    Personal Banker Associate I - Ottawa, ON, Canada - Canadian Imperial Bank of Commerce

    Canadian Imperial Bank of Commerce
    Canadian Imperial Bank of Commerce Ottawa, ON, Canada

    2 weeks ago

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    Description
    Associate Financial Advisor Campus Development Program page is loaded Associate Financial Advisor Campus Development Program

    Apply locations Ottawa, ON time type Full time posted on Posted 2 Days Ago 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 work in a fast-paced Banking Centre where you'll have a meaningful difference on the lives of our clients.

    As an Associate Financial Advisor / Associate Financial Services Specialist, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve their financial goals.

    You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

    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.

    The Financial Advice Campus Development Program will develop advisor capability to build financial plans for new and existing clients to achieve their financial goals.

    The associate financial advisor will be supported in their learning journey by dedicated Associate Financial Advisors, Community General Managers, and Specialists.

    Successful candidates will enter a 7-9 month rotational program to start in June 2024, where they will be provided the opportunity to develop, learn and gain experience in banking center roles via 3-rotations (Customer Service Representative, Financial Service Representative, and Associate Financial Advisor) within Community Banking Centres under Personal and Business Banking, determined based on business needs.

    This program will include a supported accreditation journey towards MFDA along with additional education to help you learn the CIBC systems and lending processes.

    You must be a recent graduate (2022 or 2023) or in your final year of post-secondary education pursuing a diploma/degree in Business, Finance, Accounting or related fields with an expected graduation date of Spring 2024.

    Client Engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.

    Ensure clients' investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.

    Relationship Building - Engage in marketing and outreach activities to show clients you value them and their communities.

    Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

    Business Development – Create relationships by networking with clients' families and friends to uncover opportunities and refer to appropriate partners.

    Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share

    Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

    Your critical thinking skills help to inform your decision making.
    You find meaning in relationships and surround yourself with a diverse network of partners. It's an asset if you have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and in CFSA (Certificate of Financial Services Advice)

    We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.

    a paid day off dedicated for you to use to invest in your growth and development.

    We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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

    Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented 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.

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