Senior Financial Advisor

Regina South Saskatchewan Provincial Government, SASKATCHEWAN | 7 months | Deadline: 16 Apr 2018
This position has expired. Do not apply!

Job Summary


$41,973 Average salary of similar jobs | Check Salary...

Job Description


Senior Financial Advisor
 
Requisition ID
: 17018351
Position Type: Regular
Position Status: Base plus commission
Job
: Sales
Work Location
: Canada-Saskatchewan-Regina
Unposting Date
: Apr 16, 2018, 11:59:00 PM
 

Description

 
CIBC is a leading Canadian-based global financial institution. Through our three major businesses – Retail and Business Banking, Wealth Management and Capital Markets – we provide a full range of financial products and services to 11 million individual, small business, commercial, corporate and institutional clients in Canada and around the world. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders.   To learn more about CIBC’s Lines of Business, please visit our website .
 
CIBC focuses on what matters to our employees – access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.
 
Every year, CIBC is recognized for its business success, community commitment and employee initiatives.  We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.
To learn more about CIBC and the CIBC Group of Companies please visit CIBC.com .
Job Overview
Imagine being part of CIBC’s distinguished Imperial Service Financial Advisory team, providing superior financial advice and service to our high value client group. As a Senior Financial Advisor with your Professional Financial Planner designation,  you will manage and grow a sophisticated portfolio of clients and provide  your high value clients a unique, comprehensive and personalized approach to help them reach their financial goals. With access to leading products and services and a team of professionals across CIBC, you will create the best financial solutions and meet your clients’ specialized needs. Your experience and passion for building deep, long-lasting client relationships will help you excel. If you haven't thought about a career with CIBC with outstanding growth potential and career progression in the Advisor role, think about it. 
 
What You’ll Be Doing
 

  • Maintain and grow a managed portfolio of mass affluent clients with commitment to understanding the needs of their family and business while providing trusted advice and solutions that will meet their financial needs

  • Creating deep client relationships based on managing their money today, building a solid financial plan for the future and adjusting when priorities change.

  • Focusing on discovering client goals and delivering customized recommendations supported by needs-based financial solutions

  • Working with advice specialists and partners across the organization to bring the best of CIBC to our clients to exude our client promise

  • Proactively identifying opportunities for growth and business development through networking and community involvement

  • Continuously updating knowledge and skills

 

What We’re Looking For

  • Successful candidates must exhibit CIBC’s values of trust, team work, and accountability

  • Experience providing clients with quality financial advice in an advisory role for a minimum of three years

  • Must meet all requirements to be IIROC licensed:

    • Successful completion of the Canadian Securities Course (CSC)

    • Successful completion of the Conduct and Practices Handbook Course (CPH)

    • Professional Financial Planner (PFP) designation is preferred at time of hire, but alternatively you must be on the PFP learning path

    • Retirement Planning certificate program (RRC) is preferred at time of hire, but alternatively must be obtained within 24 months


 
Working Conditions

  • This role operates within a normal office environment with little exposure to adverse working conditions

  • There are flexible hours based on hours of operation of Banking Centres

  • Occasional travel will be required

 
What CIBC Can Offer You

  • Flexible health benefits, stock purchase plan , competitive incentive pay and recognition programs

  • Competitive salary and banking benefits

  • Career growth, development and continuous learning opportunities

  • Opportunity to be involved in CIBC events that help our communities

  • Click to learn more about Rewards & Recognition , Learning & Development , and Employee Community Involvement

 

What You Need To Know


  • Must be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work permit or study permit that allows the candidate to fulfill the requirements of the role

  • This is a regular fulltime  role with a schedule of 37.5 hours per week

  • This role requires an individual capable of working flexible hours to accommodate client needs including days, evenings and weekends

  • Branch environment. Occasional travel or visits to clients off-site as required

  • You must meet accreditation and eligibility requirements for IIROC licensing

  • As a Senior Financial Advisor, your role in creating and maintaining deep client relationships is important, and as such, you are expected to remain a minimum of 24 months in the role and portfolio before you may be eligible for other job opportunities within the organization.

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