Company: CIBC
Job description: 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 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 CIBC.com
Job Description
What You’ll Be Doing
As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service remote advisory offer, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll build and grow your client portfolio through dedicated relationship management, financial planning support, and exceptional client service. You’ll make lasting connections and provide tailored financial advice, enabling clients to secure their futures, own their homes, and build their businesses.
You will engage with clients primarily over the phone, video conferencing, all with the support of powerful digital tools. To excel in this tightly regulated role you should already have the appropriate licenses and knowledge of all the latest financial products on the market.
You’ll be required to work typical office hours Monday to Friday, 9:00 AM to 5:00 PM, and two 1:00 PM to 9:00 PM shifts per week, and one Saturday shift per month.
We are looking for results orientated, motivated, energetic individuals who believe they can thrive in an environment like this.
How You’ll Succeed
Building Deep Relationships with clients
- Focus on each client experience and connect on a personal level to make every interaction meaningful.
- Build and enhance relationships with new and existing clients by understanding their priorities, advise them on solutions, and provide a forward looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to recommend a full range of solutions considering the clients’ current situation, risk profile, time horizon, latest developments in the markets and other factors.
- Proactively call and take calls from new and existing clients, with the goal of providing holistic advice
Subject Matter Expert
- 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. Educate clients on the features and benefits of the Imperial Service Offer.
- Leverage our strong suite of tools, including emerging digital capability to help clients understand what they need to do to achieve their goals and to encourage them to act on your recommendations.
- Help clients be ‘retirement ready’ through the use of planning tools.
Business Development –
- Deeply understand your potential client base and create a sales plan that will convert leads into new opportunities, and deliver bottom line results.
- Proactively identify additional opportunities to grow the business within your portfolio.
- Meet all activities, sales and revenue targets while growing your book of business.
- Develop and share ongoing best practices, sales, marketing, continuous improvement and business development ideas and strategies with peers.
Who You Are
- You’re a certified professional. You have a Mutual Funds License from Investment Funds of Canada, or Canadian Securities Certificate (CSC).
- 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 act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results.
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
What you need to know
- 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-carrieres@cibc.com
- 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
Job Location Toronto-55 Yonge Street, 7th
Employment Type Regular
Weekly Hours 37.5
Skills
Expected salary:
Location: Toronto, ON
Job date: Fri, 24 Sep 2021 22:42:51 GMT
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