Jobs
>
Toronto

    Financial Services Consultant - Ontario, Canada - Canadian Imperial Bank of Commerce

    Canadian Imperial Bank of Commerce
    Canadian Imperial Bank of Commerce Ontario, Canada

    1 week ago

    Default job background
    Full time
    Description
    Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC

    Apply locations Barrie, ON Orillia, ON time type Full time posted on Posted 3 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-time
    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.
    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 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)
    Financial Advisor/Sr Financial Services Specialist - IIROC
    locations Orillia, ON time type Full time posted on Posted 30+ Days Ago Financial Planning Specialist

    locations Barrie, ON 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.

    #
  • Eggdemy Inc. 蛋壳求职

    Service Consultant

    20 hours ago

    Eggdemy Inc. 蛋壳求职 Toronto, Canada

    **Job description** · The Career Development Consultant / Recruiting Consultant is responsible for developing professional services that focus on clients' career development process, to provide assistance and information to our job seeker clients on all aspects of employment sear ...

  • mnp

    Manager, Consulting Services

    1 week ago

    mnp Toronto, Canada

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. · Make an impact with our Consulting - Performance Improvement & Operational Excellence team a ...

  • Vena Solutions Inc.

    Consultant, Managed Services

    1 week ago

    Vena Solutions Inc. Toronto, Canada

    This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely within Canada. _#LI-REMOTE_ · Vena is investing in a new offering called Managed Services that provides dedicated customer-first serv ...

  • AlayaCare

    Professional Services Consultant

    5 days ago

    AlayaCare Toronto, Canada

    **About AlayaCare**: · AlayaCare is revolutionizing the way home health care is delivered. Our leading cloud-based software allows our clients around the world to manage their employees, scheduling, billing, and enable better delivery of care. We're a fast-growing SaaS company wi ...

  • Aquila Software Group

    Accounting Services Consultant

    2 days ago

    Aquila Software Group Toronto, Canada

    **Who We Are** · Emphasys Software has been a part of Aquila, a division of Constellation Software Inc., since 2008. Unapologetically unique, responsive to the needs of multiple markets, and acting as a thought partner to ensure success, Aquila invests in category-defining B2B/B2 ...

  • City of Toronto

    People Services Consultant

    1 day ago

    City of Toronto Toronto, Canada

    **Job ID**: 45972 · **Job Category**:Human Resources · **Division & Section**:Municipal Licensing & Standards, MLS Finance & Business Services · **Work Location**:City Hall, 100 Queen Street West & multiple locations · **Job Type & Duration**:Full-time, 2 Permanent Vacancies · ** ...

  • AWIN - Audi Downtown

    Internal Service Consultant

    1 week ago

    AWIN - Audi Downtown Toronto, Canada

    Audi Downtown is currently looking for an Internal Service Consultant to join their amazing team · **Job Purpose** · The Internal Service Consultant is responsible for various administrative tasks, writing work orders for New/Pre-Owned inventory, and arranging sublets for vehicle ...

  • AlayaCare

    Professional Services Consultant

    1 day ago

    AlayaCare Toronto, Canada

    **About AlayaCare**: · AlayaCare is revolutionizing the way home health care is delivered. Our leading cloud-based software allows our clients around the world to manage their employees, scheduling, billing, and enable better delivery of care. We're a fast-growing SaaS company wi ...

  • City of Toronto

    People Services Consultant

    1 week ago

    City of Toronto Toronto, Canada

    **Job ID**: 36091 · **Job Category**:Community & Social Services · **Division & Section**:Shelter, Support & Housing Admin, SSHA Program Support · **Work Location**:Metro Hall 55 John Street Toronto, Ontario · **Job Type & Duration**:Temporary, 18 Months · **Salary**:$86,500.00 t ...

  • Validere

    Technical Services Consultant

    1 week ago

    Validere Toronto, Canada

    **Who we are**: · Validere is a measurement, reporting, and verification (MRV) SaaS company that helps energy organizations transform disconnected, incomplete data into clear and immediately actionable pathways to financial and environmental value. · Over 50 of North America's le ...

  • Rogers Communications

    Customer Service Consultant

    1 week ago

    Rogers Communications Toronto, Canada

    This is a **Remote **role which means you get to work from home · At Rogers, we put our customers first in everything we do. We're committed to creating best-in-class customer experiences for millions of Canadians from coast-to-coast-to-coast. Our Customer Experience team is ener ...

  • Zurich Insurance

    IT Service Delivery Consultant

    1 week ago

    Zurich Insurance Toronto, Canada

    Job SummaryZurich Insurance is a global insurance company with a specialty in life insurance, general insurance and travel insurance. This role will sit in one of Zurich's subsidiary companies, World Travel Protection, which focuses on providing travel risk management and emergen ...

  • Freedom Mobile

    Advisor, Consulting Service

    1 day ago

    Freedom Mobile Toronto, Canada

    A little about us · **Freedom Mobile was founded on a simple pledge**: Freedom from data overages and freedom from gouging. We think that's the kind of wireless freedom Canadians deserve. Our company's culture reflects our mission to challenge the status quo. · Now that Quebecor ...

  • Rogers Communications

    Customer Service Consultant

    2 days ago

    Rogers Communications Toronto, Canada

    Our Rogers Wireless team is growing We are looking for new team members that are collaborative, digital-first, fast-moving, bold-thinking, and focused on delivering impact in everything they do. · We know our customers rely on us to connect them to their families, friends, and wh ...

  • Rogers Communications

    Customer Service Consultant

    2 days ago

    Rogers Communications Toronto, Canada

    Our Rogers Wireless team is growing We are looking for new team members that are collaborative, digital-first, fast-moving, bold-thinking, and focused on delivering impact in everything they do. · We know our customers rely on us to connect them to their families, friends, and wh ...

  • CIBC

    Consultant, Application Services

    1 week ago

    CIBC Toronto, Canada

    We'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 ...

  • Rogers Communications

    Customer Service Consultant

    1 day ago

    Rogers Communications Toronto, Canada

    This is a **Remote **role which means you get to work from home · At Rogers, we put our customers first in everything we do. We're committed to creating best-in-class customer experiences for millions of Canadians from coast-to-coast-to-coast. Our Customer Experience team is ener ...

  • Scotiabank

    Employee Services Consultant

    1 week ago

    Scotiabank Toronto, Canada

    Requisition ID: 180659 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Purpose** · ***: · **Accountabilities****: · - Champions a customer focused culture to deepen client relationships and leverage broader Bank relatio ...

  • CGI

    Director Consulting Services, Property

    2 days ago

    CGI Toronto, Canada

    CGI is a leader in information technology and digital transformation across Canada and the globe. We bring innovation to life, transforming the Insurance sector though Strategic Consulting, System Integration, Custom IT Projects, Transformation, Analytics & Decision Support, and ...

  • ACCES Employment

    Employment Consultant, Employment Services

    1 week ago

    ACCES Employment Toronto, Canada

    **Employment Consultant**: · **Program: Employment Services**: · **1-Year Contract with Possibility of Extension**: · **Location: Toronto**: · **ACCES Employment** is a leader in connecting qualified jobseekers from diverse backgrounds with employers across the Greater Toronto Ar ...