Financial Advisor
$31,200–$31,200 year
On-siteRouyn-Noranda, Quebec, Canada
Job Summary
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. Deliver on CIBC's Imperial Service approach as a single point of contact, helping clients plan for today's needs and tomorrow's goals while securing their futures, homes, and businesses. Provide tailored advice across day-to-day banking, investments, lending, and estate planning, and cultivate networks to establish new relationships and generate bottom-line results. Work full-time on-site within banking centre hours that may include evenings and weekends, traveling between multiple centres as needed.
Required Qualifications
- 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets
- 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're goal oriented
- You're motivated by accomplishing your goals and delivering your best to make a difference
- You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets
- You're a certified professional (CIRO-MFD)
- You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing
- 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
- Registered Retirement Consultant (RRC)
- It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
- Values matter to you
- You bring your real self to work and you live our values - trust, teamwork, and accountability
- You need to be legally eligible to work at the location(s) specified above
- must have a valid work or study permit
- You may be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency)
- Business Development
- Client Service
- Community Connections
- Financial Advising
- Investments
- Lending
- Portfolio Management
- Results-Oriented
Desired Qualifications
- It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
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