Financial Consultant IIROC

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

You’ll join CIBC’s Imperial Service Advice Team supporting Imperial Service clients. As a Financial Consultant you will utilize developed knowledge of CIBC banking financial services to provide specialized support on all aspects of the financial planning and advice cycle. You’ll review and evaluate the needs of customers while maintaining a standard for World Class Service.  You will utilize knowledge and experience on products, policies, processes and procedures to enhance and deepen client relationship.   

Our Contact Centre is open Monday to Friday 08:00AM to 08:00PM and therefore you will need to be open to working shifts within these days and hours.

At CIBC we enable the work environment most optimal for you to thrive in your role.  You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis. 

We have embarked on an Agent@Home remote work program. All employees are required to meet the Agent@Home program requirements and be able to attend your primary work location within two hours’ notice for any business related purposes.

Agent @ Home Program Requirements 

• Ability to work independently in a private and quiet workspace (ie. in a room or office with a door that closes)

• Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)

• Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service

How You’ll Succeed

• Client Engagement - Provide exceptional client experience through delivering trusted advice resulting in consolidation of assets and earn referrals from your clients and friends. Build, maintain and retain client relationships that lead to an in-depth understanding of a client’s goals and financial situation that would enable you to provide high quality financial planning, advice, and recommendations tailored to each client.

• Subject Matter Expert - Engage with several new referrals based and existing clients every day to understand their long term financial goals and objectives and their short term financial needs. Present customized financial recommendations, offer advice and complete sales. Ensure risk to the bank is minimized through file accuracy reviews, which includes ensuring correct documentation has been received from a legal, Anti-Money Laundering and CIBC adherence perspective.

• Business Development - Identify possible process improvements that would increase productivity and ensure optimal efficiency and client satisfaction.

• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course and Successful completion of the Conduct and Practices Handbook (CPH) within 3 months of start date is required. Successful completion of the Wealth Management Essentials (WME) within 30 months of start date is required. It’s an asset to have the Certified Financial Planner (CFP) designation.

Who You Are

• 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 act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.

• Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.

• You’re a certified professional. You have current accreditation and good standing of Canadian Securities Course (CSC). Successful completion of the Conduct and Practices Handbook (CPH) within 3 months of start date is required. Successful completion of the Wealth Management Essentials (WME) within 30 months of start date is required. It’s an asset to have the Certified Financial Planner (CFP) designation.

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

• You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You thrive when you're empowered to take the lead, go above and beyond, and deliver results.

• You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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