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Financial Advisor
1 week ago
Scotiabank Kanata, CanadaRequisition ID: 163860 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **What your role will be** · Financial Advisor - Kanata (Hazeldean/Bridlewood/March Rd/Terry Fox/Carp), ON · At Scotiabank we help employees build the ...
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Financial Advisor
6 days ago
Scotiabank Kanata, CanadaRequisition ID: 181672 · 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/ Terry Fox & Campeau/ Permanent/ Full-time · At Scotiabank we help employees buil ...
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Financial Advisor
1 day ago
Scotiabank Kanata, CanadaRequisition ID: 199547 · 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/ Terry Fox & Campeau/ Permanent/ Full-time 37.5h · At Scotiabank we help employee ...
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Financial Advisor
1 week ago
Gestion Finance Conseil CanadaEducation: Other trades certificate or diploma · - Experience: Experience an asset · **Work setting**: · - Urban area · - Private sector · **Tasks**: · - Identify clients' financial goals and objectives · - Analyze clients' financial records · - Make recommendations concerning ca ...
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CIBC Kanata, CanadaWe'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 ...
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Desjardins CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
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Financial Advisor
2 weeks ago
First West Credit Union CanadaPosition Description · The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to fi ...
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Financial Advisor
1 week ago
Thrivent Financial CanadaFinancial Advisor - Lake Country and surrounding area page is loaded · Financial Advisor - Lake Country and surrounding area · Apply locations WI - Oconomowoc time type Full time posted on Posted 30+ Days Ago job requisition id REQ-12509 Be in Business for Yourself, not By You ...
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Financial Advisor
2 weeks ago
Lakeland Credit Union Ltd CanadaAbout Lakeland Credit Union · Lakeland Credit Union (LCU)is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, exce ...
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Financial Advisor
1 week ago
Servus Credit Union Ltd CanadaEmployment Status: Full-time - 37.Monday- Saturday branches) · Fort McMurray Downtown, Fort McMurray Timberlea, Athabasca, Plamondon, Lac La Biche ) · *Due to the nature of this role, interested candidates must hold a valid driver's license and own a reliable vehicle. · Servus C ...
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Financial Advisor
1 week ago
Thrivent Financial Canada Full timeApply locations WI - Oconomowoc time type Full time posted on Posted 30+ Days Ago job requisition id REQ-12509 Be in Business for Yourself, not By Yourself · Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the ...
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Senior Financial Advisor
2 days ago
Huxton Black CanadaWhat is a Financial Advisor? · A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make informed decisions to best utilize their money and achieve their financial goals. They analyze clients' overall financial pi ...
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Financial Advisor Associate
2 weeks ago
Servus Credit Union Ltd CanadaEmployment Status: Full time · We are looking for a part time Financial Advisor Associate at our Mundare, AB Branch · Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about thei ...
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Financial Planning Advisor
2 weeks ago
Lakeland Credit Union Ltd CanadaAbout Lakeland Credit Union · Lakeland Credit Union (LCU)is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, exce ...
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Financial Advisor Associate
1 week ago
Servus Credit Union Ltd CanadaEmployment Status: Full-time · We are looking for a full-time Financial Advisor Associate at our Ponoka branch. · Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their mo ...
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Financial Advisor Associate
2 weeks ago
Servus Credit Union Ltd CanadaEmployment Status: Full-time · We are looking for a full-time Financial Advisor Associate at our Bentley branch. · Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their m ...
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Financial Services Advisor
1 week ago
Cornerstone Credit Union CanadaCloses May 7, 2024 · Are you great with numbers, and even better at building relationships? We're looking for a finance-savvy, dedicated Financial Services Advisor to join our team at the Yorkton branch of Cornerstone Credit Union · As a Financial Services Advisor you'll be an im ...
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Financial Planning Advisor
1 week ago
Kindred Credit Union CanadaAt Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities. · You're invited to make a difference... as a full-time Financial Planner in Aylmer . · In this role you will wor ...
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Financial Planning Advisor
1 week ago
The Toronto-Dominion Bank (Canada) CanadaTD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. · Financial Planning team understands that helping clients set and achieve their financial goals while ...
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Financial Advisor- IFC or CSC
1 week ago
Canadian Imperial Bank of Commerce CanadaFinancial Advisor- IFC or CSC (Cantonese/Mandarin languages) page is loaded · Financial Advisor- IFC or CSC (Cantonese/Mandarin languages) · Apply locations Edmonton, AB Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id We're building a relationship ...
Full Time Financial Advisor - Canada - Canadian Imperial Bank of Commerce
Description
Senior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC)Apply locations Regina, SK time type Full time posted on Posted 30+ 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 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.
To successfully perform the work, you'll be on-site full-timeDeliver 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.You find meaning in relationships and surround yourself with a diverse network of partners. You know that relationships and networks are essential to success.
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 CourseYou 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 (1)locations Regina, SK time type Full time posted on Posted 2 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.
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