Associate Financial Advisor - Eastern Ontario (Multiple Locations) (Belleville)

Associate Financial Advisor - Eastern Ontario (Multiple Locations) (Belleville)

04 Aug
|
CIBC
|
Belleville

04 Aug

CIBC

Belleville

Nous btissons une banque axe sur les relations pour un monde moderne.

Nous recrutons des professionnels talentueux et passionns qui ont cur de faire ce quil faut pour nos clients. la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir dagir.

Les membres de notre quipe disposent de ce dont ils ont besoin pour apporter une contribution significative et tre valoriss, la fois pour ce quils sont et ce quils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

At CIBC, we are committed to creating an inclusive environment that reflects the diversity of our clients and our communities.

We encourage candidates from historically under-represented in financial services including women, Indigenous peoples, persons with disabilities, people of color including members of the Black community and the LGBTQ+ community to apply.

What youll be doing As a member of the Personal and Business Banking team, youll work in a fast-paced Banking Centre where youll make a meaningful difference in our clients'' lives.

As an Associate Financial Advisor, youll 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.

Youll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

Youre flexible to work our banking centre hours which may include evenings and weekends.

To help deliver a great client experience, youre flexible to work at multiple banking centres within a reasonable travel distance.

How youll succeed 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.

Call both existing and potential clients to identify opportunities for future growth and revenue.

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.

Leveraging technology - Become a technology expert.

Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are You put our clients first.

You engage with purpose to find the right solutions.

You go the extra mile, because its the right thing to do.

Youre goal oriented.

Youre motivated by accomplishing your goals and delivering your best to make a difference.

You know that details matter.

You notice things that others don''t.

Your critical thinking skills help to inform your decision making.

Youre 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 love to learn.

Youre passionate about growing your knowledge.

You have a strong sense of curiosity.

You can demonstrate 2 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.

Youre a certified skilled.

You have current accreditation and good standing in

Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing.

Its an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

Values matter to you.

You bring your real self to work and you live our values - trust, teamwork, and accountability.

At CIBC, we seek individuals who value innovation, collaboration and client service.

This posting is for a role we regularly recruit for to support our talent pipeline.





Apply to be considered for future opportunities.

Ce que la Banque CIBC vous offre la BanqueCIBC, vos objectifs sont une priorit.

En fonction de vos forces et de vos ambitions, nous nous efforons de crer des occasions qui vous permettront dexploiter votre potentiel.

Nous nous efforons de vous rcompenser de faon personnalise et pertinente, notamment en vous offrant une rmunration concurrentielle, des avantages bancaires*, du soutien pour votre bien-tre et dautres offres, comme des programmes daide aux employs et leur famille et Crateur de moments, notre programme social de reconnaissance bas sur des points.

Grce nos espaces et nos outils technologiques, il devient facile de runir les grands esprits pour crer des solutions novatrices qui amliorent les choses pour nos clients. *Sous rserve des modalits du programme Ce que vous devez savoir La BanqueCIBC sest engage crer un milieu de travail intgrateur o tous les membres de lquipe et les clients se sentent leur place.

Nous recherchons des candidats dots dun large ventail de comptences et offrons une exprience accessible aux candidats.

Si vous avez besoin dune solution dadaptation, crivez .

La Banque CIBC sengage faire preuve de clart dans le cadre de son processus dembauche.

Tous les affichages visent pouvoir des postes pour lesquels nous recrutons activement, moins davis contraire.

Vous devez tre lgalement admissible travailler au Canada dans les lieux prciss ci-dessus et, sil y a lieu, dtenir un permis de travail ou dtudes valide.

Nous pourrions vous demander de remplir une valuation fonde sur les attributs et dautres tests de comptences (comme la simulation, la programmation, la matrise du franais) Nous utilisons des outils dintelligence artificielle pendant le processus de recrutement.

Notre objectif pour le processus de demande est den apprendre davantage sur vous et sur tout ce que vous avez offrir, et de vous donner loccasion den apprendre davantage sur nous.

Date de fin prvue 2026-09-02 Lieu de travail Barrie-126Wellington

St.W.S.109 Ces renseignements peuvent changer en fonction des besoins de lentreprise.

Type demploi Permanent Heures de travail hebdomadaires 37.5 Comptences Appels sortants, Ax sur les rsultats, Exigences rglementaires, Exprience client (CX), Littratie numrique, Planification des objectifs, Produits financiers, Rsolution de problmes en groupe, Service client

📌 Associate Financial Advisor - Eastern Ontario (Multiple Locations) (Belleville)
🏢 CIBC
📍 Belleville

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