Financial Advisor - Victoria, Canada - CIBC

CIBC

Verified Company

Victoria, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

We're creating a bank focused on relationships for today's world. We're looking for skilled, dedicated professionals who are committed to serving our clients.

At CIBC, we value your strengths and ambitions, empowering you in your work. Our team members have the support to make a real difference and are appreciated for their contributions.

What the Role Involves:

As part of the Personal and Business Banking Team, you'll develop and expand a loyal client base through managing relationships, offering financial services, and delivering exceptional service.
As a Financial Advisor, you'll embody CIBC's Imperial Service approach, acting as the primary contact for your clients, aiding them in planning for both immediate needs and future objectives.
You'll establish lasting connections, provide sound financial advice, and assist clients in securing their futures, acquiring homes, and launching businesses.

Requirements for Success:

Client Engagement: Focus on creating meaningful interactions with each client, offering personalized advice in areas like daily banking, investments, lending, and estate planning.

Business Development: Gain a deep understanding of your local market to convert leads into clients, leveraging CIBC's solutions to provide a tailored approach that leads to satisfied clients and referrals.

Community Involvement: Increase CIBC's visibility in your community through local events and marketing activities, building lasting connections for future opportunities.

Who You Are:

You prioritize clients, seek solutions with purpose, and always go the extra mile.
You're enthusiastic about building relationships and value diverse partnerships.
You take ownership, excel in taking initiative, and strive to deliver results.
You're driven by goals, aiming to make a difference and achieve your best.
You have at least 3 years of experience in providing financial advice and meeting performance objectives.
You hold certifications like MFDA, CSC/CIFC, and fulfill eligibility requirements for licensing.
Values are essential to you, embodying trust, teamwork, and accountability in your work.

What CIBC Offers:

At CIBC, your ambitions matter. We focus on your strengths and strive to provide opportunities for your growth. We aim to offer you a career path, not just a salary.

Competitive salary, incentive pay, and various benefits.
Defined benefit pension plan, employee share purchase plan, and vacation offerings.
Wellbeing support and recognition programs like MomentMakers.
Tools for innovation to create solutions that benefit our clients.
Opportunities for personal growth, including events like Purpose Day.

Note: More details are explained in the job description.