Job Order Detail

Description

CIBC is a leading Canadian-based global financial institution. CIBC provides 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 are currently looking for experienced Imperial Service Advisors to join our Regina Imperial Service Team.

Working as an Imperial Service Advisor you will:
Build and strengthen relationships with new and existing clients while meeting clients short and long term financial needs.
Proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice and recommendations taking into account the latest developments in the markets, the economy, and the investment industry.
Leverage CIBCs financial planning tools to help clients understand what they need to do to reach their goals and to encourage them to act on your recommendations.
Proactively identify opportunities to grow the business.

What Were Looking For
Successful candidates must exhibit CIBCs values of trust, team work, and accountability.
Must have completed the CSC.
Asset to have the CFP accreditation or willing to complete.
Must meet eligibility requirements for IIROC licensing.
Must have proven success in building solid client relationships.
Minimum 2 to 5 years of experience in providing financial planning advice.
Must complete the Conduct and Practices Handbook (CPH) within 3 months of start date.
Must complete the Wealth Management Essential Course(WME) within (30) months of start date. If MFDA registered for the past 3 years and CSC was completed more than 3 years prior to submission of the IIROC registration application, WME to be completed within (3) months of start date to validate CSC for registration.