Jobs
>
Winnipeg

    Associate Financial Consultant - Winnipeg, MB, Canada - Canadian Imperial Bank of Commerce

    Canadian Imperial Bank of Commerce
    Canadian Imperial Bank of Commerce Winnipeg, MB, Canada

    1 week ago

    Default job background
    Description

    Apply locations Winnipeg, MB 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 and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives.

    As an Associate Financial Advisor, 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.

    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. You have current accreditation and good standing inMutual Funds License (Canadian Securities Course or Investment Funds in Canada). It's an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

    You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.

    You have obtained 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 .

    Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented Similar Jobs (3)
    locations Winnipeg, MB time type Full time posted on Posted 9 Days Ago Snr. locations 2 Locations time type Full time posted on Posted 30+ Days Ago Sr Financial Advisor-MFDA/AMF

    locations Winnipeg, MB time type Full time posted on Posted 22 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.

    #
  • Sun Life

    Financial Services Consultant

    4 days ago

    Sun Life Winnipeg, Canada

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...

  • NFI Group

    Nfi Group

    2 days ago

    NFI Group Winnipeg, Canada

    *** · **WHAT YOU WILL DO**: · - Collaborate with Financial Planning & Analysis team in developing and standardizing business unit reporting. · - Collaborate with Project team and third-party consultant to support the extension of EPM at other NFI Group entities. · - Consult with ...

  • JMT Consultants Inc.

    Controller

    1 day ago

    JMT Consultants Inc. Winnipeg, Canada

    **Controller** · JMT Consultants Inc. - Winnipeg, Manitoba · **Job Type**: Full-Time, Permanent · JMT Consultants Inc. is a growing structural consulting firm that is currently seeking a motivated Controller to join our dedicated team in our Winnipeg office. · The controller will ...

  • JMT Consultants Inc.

    Controller

    1 week ago

    JMT Consultants Inc. Winnipeg, Canada

    **Controller** · JMT Consultants Inc. - Winnipeg, Manitoba · **Job Type**: Full-Time, Permanent · JMT Consultants Inc. is a growing structural consulting firm seeking a motivated Controller to join our dedicated team in our Winnipeg office. · The controller will handle high-level ...

  • JMT Consultants Inc.

    Controller

    1 week ago

    JMT Consultants Inc. Winnipeg, Canada

    **Controller** · JMT Consultants Inc. - Winnipeg, Manitoba · **Job Type**: Full-Time, Permanent · JMT Consultants Inc. is a growing structural consulting firm seeking a motivated Controller to join our dedicated team in our Winnipeg office. · The controller will handle high-level ...

  • JMT Consultants Inc.

    Controller

    1 week ago

    JMT Consultants Inc. Winnipeg, Canada

    **Controller** · JMT Consultants Inc. - Winnipeg, Manitoba · **Job Type**: Full-Time, Permanent · JMT Consultants Inc. is a growing structural consulting firm that is currently seeking a motivated Controller to join our dedicated team in our Winnipeg office. · The controller will ...

  • Canada Life Assurance Company

    Health and Wealth Support Associate

    2 days ago

    Canada Life Assurance Company Winnipeg, Canada

    **Job Description**: · An exciting opportunity exists to be part of an amazing team of professionals in one of Canada's leading Insurance Companies in the Group Customer Division. As a **Health and Wealth Support Associate**, you will support a team of licensed Health and Wealth ...

  • Winpak

    Manager, Internal Audit

    1 day ago

    Winpak Winnipeg, Canada

    **Job Number**: · **Business Unit**: · - Corporate Office**Department**: · - Finance**Location**: · - Winnipeg, MB**Job Type**: · - Full Time**Close Date**: · - 05/03/2023**Professional Areas**: · - Finance/Accounting**Description**: · Reporting to the Vice President and Chief Fi ...

  • KPMG-Canada

    Manager, Technology Risk Consulting

    3 days ago

    KPMG-Canada Winnipeg, Canada

    **Overview** · At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. · **The opportunity**: · Our Winnipeg team are looking for a highly motivated · **IT Au ...

  • KPMG

    Manager, Technology Risk Consulting

    5 days ago

    KPMG Winnipeg, Canada

    Overview: · At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. · **The opportunity**: · Our Winnipeg team are looking for a highly motivated **IT Audit p ...

  • Subway

    Mgr- Business Development Manitoba

    2 days ago

    Subway Winnipeg, Canada

    Business Development Manager facilitates the execution of the overall market plan providing objective thought as the plan evolves cross functionally. The person will assist in executing the market plan through rigorous review and recommendations regarding all submitted store tran ...

  • ONBusiness Chartered Professional Accountants Inc.

    Manager of Financial Services

    1 day ago

    ONBusiness Chartered Professional Accountants Inc. Winnipeg, Canada

    We are currently seeking a Manager of Financial Services who is an experienced public accounting manager to join our team of our Financial Services Division in our Winnipeg office. · **Responsibilities**: · - Planning and assigning of workload over the fiscal year, including a on ...

  • KPMG

    Consultant - Global Infrastructure Advisory

    1 week ago

    KPMG Winnipeg, Canada

    Overview: · Working at KPMG allows you to gain valuable on-the-job experience while building your professional network and business acumen. Being part of KPMG International with member firms in 146 countries and over 227,000 professionals, you'll be part of a high performing team ...

  • Worker's Compensation Board of Manitoba

    Human Resource Consultant, Compensation

    1 day ago

    Worker's Compensation Board of Manitoba Winnipeg, Canada

    The Human Resource Consultant, Compensation and Benefits, provides leadership and expertise on compensation and benefits activities with the organization. The incumbent provides advice and consultation to staff and leadership on human resources matters, specifically related to co ...

  • WCB Manitoba

    Human Resource Consultant, Compensation

    1 day ago

    WCB Manitoba Winnipeg, Canada

    **Job Summary**: · The Human Resource Consultant, Compensation and Benefits, provides leadership and expertise on compensation and benefits activities with the organization. The incumbent provides advice and consultation to staff and leadership on human resources matters, specifi ...

  • Canada Life Assurance Company

    Pharmacy Consultant

    1 week ago

    Canada Life Assurance Company Winnipeg, Canada

    **Job Description**: · Under the guidance of the Leader, Pharmacy Support Services, you will join a team of pharmacists dedicated to prescription drug management and disability claim optimization. Prescription drug and disability benefits are a major component to any employee ben ...

  • GWL Investment Management Ltd

    Financial Analyst

    1 day ago

    GWL Investment Management Ltd Winnipeg, Canada

    We are looking for a Financial Analyst to provide accurate and data based information on company's profitability, solvency, stability and liquidity. You will research and analyze financial information to help company make well informed decisions, write reports and monitor financi ...

  • Workers Compensation Board of Manitoba

    Human Resource Consultant, Compensation

    1 day ago

    Workers Compensation Board of Manitoba Winnipeg, Canada

    The Human Resource Consultant, Compensation and Benefits, provides leadership and expertise on compensation and benefits activities with the organization. The incumbent provides advice and consultation to staff and leadership on human resources matters, specifically related to co ...

  • Sun Life

    Business Development Consultant

    6 days ago

    Sun Life Winnipeg, Canada

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...

  • Canada Life Assurance Company

    Claims Examiner

    1 week ago

    Canada Life Assurance Company Winnipeg, Canada

    **Job Description**: · Adjudicate Disability Waiver claims in accordance with sound adjudication practices and the terms of the actual policy. This will result in satisfactory morbidity experience while maintaining good relations with our field force and policyholders. This job h ...