- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. 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 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 can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
- You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
- 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).
- 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
- Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.
- 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.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-
- 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 .
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
-
Spécialiste Des Services Aux Employeurs
3 days ago
Ministère du Travail, de l'Immigration, de la Formation et du Développement des compétences Windsor, CanadaLe Bureau des conseillers des employeurs (BCE) fournit des conseils, de l'information et des services de représentation aux employeurs concernant les questions relatives à l'indemnisation des travailleurs qui relèvent de la Loi de 1997 sur la sécurité professionnelle et l'assuran ...
-
Customer Service Specialist
1 week ago
LFX Supply Centre Tecumseh, Canada**Come join our amazing team We offer a fun and positive work environment within an indoor and outdoor retail setting. If you are positive, energetic, hard-working, and looking for a place that will allow you to grow, then we are the company of choice for you** · **Position Overv ...
-
Spécialiste en services financiers – OCRCVM
2 weeks ago
CIBC Windsor, Canada Temps pleinNous 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 ...
-
Specialist Service Associate
1 week ago
Canadian Imperial Bank of Commerce Windsor, ON, CanadaFinancial Services Specialist (IIROC) page is loaded Financial Services Specialist (IIROC) · Apply locations Windsor, ON 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 ...
-
Patient Services Specialist
3 weeks ago
FYidoctors Windsor, ON, CanadaIf you are committed to helping your patients look and feel their best and are looking for your next role, we'd love to hear from you. Come and join us at our Windsor Walker Rd. clinic as our newest Patient Services Specialist and help us make an impact on the lives of our patien ...
-
Specialist Service Associate
1 week ago
CIBC Windsor, ON, CanadaWe'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 ...
-
Technical Service Specialist
3 weeks ago
Axalta Windsor, Canada Full timeDescription · : Technical Service Specialist · Experience with automotive coatings application and/or automotive coatings experience. · Knowledge of general paint processes - robotic applicators. · Knowledge and troubleshooting paint quality issues. · Knowledge of mixroom funct ...
-
Sports Customer Service Specialist
1 week ago
Sutherland Windsor, ON, CanadaDo you enjoy sports? Are you passionate about entertainment and technology? Interested and excited about working in an office environment?? · Our high-performing Streaming Services team is searching for individuals who are curious, innovative, knowledgeable and excited about spor ...
-
Customer Service Reps/Sports Specialists
1 week ago
Sutherland Windsor, CanadaJob Description · Company Description · Do you enjoy sports? Are you passionate about entertainment and technology? Enjoy streaming? Interested and excited about working in an office environment?? · Join Us. · Our high-performing Streaming Services team is searching for individ ...
-
IT Support Specialist
3 weeks ago
The Hospice of Windsor and Essex County Windsor, Canada**Position Title**: · - IT Support Specialist**Status**: · - Full Time**Reports To**: · - IT Manager**Level**: · - Staff**Reporting Position(s)**: · - N/A**Job Summary**: · The IT Support Specialist supports the organization's goal to ensure the security of corporate data and pro ...
-
Window Cleaning Specialist
3 weeks ago
MP Home Maintenance Work - Windsor Windsor, CanadaWe are seeking a Window Cleaning Specialist to join our team. The Window Cleaning Specialist will be responsible for cleaning the interior and exterior windows of commercial and residential buildings. · **Responsibilities**: · - Clean interior and exterior windows of commercial a ...
-
Customer Service Reps/Sports Specialists
1 week ago
Sutherland Windsor, ON, CanadaDo you enjoy sports? Are you passionate about entertainment and technology? Enjoy streaming? Interested and excited about working in an office environment?? · Join Us. · Our high-performing Streaming Services team is searching for individuals who are curious, innovative, knowled ...
-
Investment Specialist Associate
3 weeks ago
Scotiabank Windsor, CanadaRequisition ID: 173946 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Investment Specialist Associate** · As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning ...
-
Lending Specialist
2 weeks ago
Victory Credit Union Windsor, Canada**Employment Opportunity: Full Time Lending Specialist - Victory Credit Union** · Victory Credit Union is a full-service financial institution with 3 branch locations serving our members throughout Hants County. We are currently seeking an individual to join our team as a full-ti ...
-
Customer Care Coordinator
3 weeks ago
ParaMed Windsor, CanadaJob Description · Under the direction of the Operations Manager or Coordination Supervisor, the Care Team Specialist will act as the primary point of contact for clients and field staff, offering superior customer service skills as they match clients in need of care to appropriat ...
-
Payroll Control
2 weeks ago
City of Windsor Windsor, Canada**JOB POSTING #**: · **POSTING PERIOD**: Monday, April 24, 2023 at 8:30 AM to Friday, April 28, 2023 at 4:30 PM · **DEPARTMENT**: Finance · **UNION**: C.U.P.E. Local 543 · **JOB CODE**: 543572 · **POSITION STATUS**: Regular Full-Time · **GRADE/CLASS**: 0.14 · **# OF POSITIONS**: ...
-
Validation Specialist
2 weeks ago
Catalent Windsor, Canada**Validation Specialist - Contract** · Windsor, Ontario is one of two sites located in Canada offering softgel development and manufacturing capabilities for the Pharmaceutical and Consumer Health industries. We have a broad range of integrated formulation, manufacturing, analyti ...
-
Home Decor Specialist
2 weeks ago
Tepperman's Windsor, CanadaYOU WILL NEVER GET BORED AT TEPPERMAN'S · We are a dynamic, high-energy retailer that is currently in its 3rd generation of family ownership. We sell furniture, mattresses, appliances, electronics, and home accents to a diverse customer base in Southwestern Ontario. It is a uniqu ...
-
Customer Data Specialist
2 weeks ago
Ground Effects Windsor, CanadaWho We Are: · Established in 1986, Ground Effects has grown to become a multi-faceted supplier of interior and exterior accessory components for the automotive industry. We are a global company, headquartered in Windsor, Ontario. · At GFX, we have created a culture that values lo ...
-
Accounting and Medical Billing Specialist
1 week ago
Management Advisory Practitioners Inc. Windsor, Canada**Accounting and Medical Billing Specialist** · **Role Description**: · **Key Responsibilities**: · As the Accounting and Medical Billing Specialist, your role will include: · **Accounting**: · - Maintain accurate financial records and ledgers for the healthcare facility. · - Pre ...
Financial Services Specialist - Windsor, Canada - Canadian Imperial Bank of Commerce
Description
Financial Services Specialist (IIROC) page is loaded
Financial Services Specialist (IIROC)
Apply locations Windsor, ON time type Full time posted on Posted Yesterday job requisition idWe'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 they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
What you'll be doing
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 Services Specialist , 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.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.
How you'll succeed
Who you are
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
*Subject to plan and program terms and conditions
What you need to know
Job Location
Windsor-Ottawa and MoyEmployment Type
RegularWeekly Hours
37.5Skills
Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
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.