Data editor producing consumer - focused personal - finance journalism for The Globe and Mail. Gathering, analyzing and visualizing data with reporters across digital storytelling projects.
About the role
- Associate Financial Advisor helping CIBC clients achieve personal and small-business financial goals. Managing mortgage relationships, recommending banking solutions, and driving client growth.
Responsibilities
- Work as part of the Personal and Business Banking team in a fast-paced Banking Centre
- Understand personal and small business clients’ needs and recommend personalized financial solutions
- Manage a portfolio of mortgage clients individually or as part of a team, focusing on deepening client relationships
- Meet with clients to understand priorities and provide financial plans
- Address clients’ investment, financial, and credit needs through retail banking solutions or referrals
- Conduct marketing and outreach activities
- Grow networks and deepen existing client relationships
- Network with clients’ families and friends to identify opportunities and refer to partners
- Make outbound calls to existing and prospective clients to identify growth and revenue opportunities
- Participate in community and banking centre events
- Introduce clients to mobile banking applications and support their digital banking needs
- Work on-site full-time
Requirements
- 2–3 years’ experience providing financial advice to clients and achieving sales results through advice-based conversations
- Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
- Must meet eligibility requirements for CIRO-MFD licensing
- Current accreditation and good standing in CFSA (Certificate of Financial Services Advice) is an asset
- Legally eligible to work at the specified location(s); valid work or study permit where applicable
- Skills: Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: a paid day off dedicated to growth and development
- Accessible candidate experience and accommodation support
Job title
Job type
Experience level
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