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- Tasks: Engage clients with tailored financial advice and build lasting relationships.
- Company: Join CIBC, a trusted name in finance with a focus on community and client success.
- Benefits: Enjoy competitive pay, wellness support, and recognition programs to celebrate your achievements.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your network.
- Qualifications: 1-3 years of financial advisory experience and relevant certifications required.
- Other info: Be part of a supportive culture that values trust, teamwork, and accountability.
The predicted salary is between 28800 - 48000 £ per year.
* **Client engagement** – Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.* **Business development** – Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.* **Community involvement** – Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.* **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, and 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.* We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit\\*, wellbeing support and additional offers such as employee and family assistance programs 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.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities – a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr
Financial Advisor - CIRO-MFD employer: Canadian Imperial Bank of Commerce
Contact Detail:
Canadian Imperial Bank of Commerce Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - CIRO-MFD
✨Tip Number 1
Get to know the company culture before your interview. Check out their social media and website to see how they engage with clients and the community. This will help you connect on a personal level during your chat.
✨Tip Number 2
Practice your networking skills! Attend local events or webinars related to finance. The more people you meet, the better your chances of landing that job. Plus, it shows you're proactive and passionate about building relationships.
✨Tip Number 3
Prepare some tailored questions for your interview that reflect your understanding of their services and client needs. This shows you're not just interested in any job, but specifically in how you can contribute to their team.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm and professionalism. It keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Financial Advisor - CIRO-MFD
Some tips for your application 🫡
Personalise Your Application: When applying, make sure to tailor your application to reflect how you connect with clients on a personal level. Share specific examples of how you've provided tailored advice in financial planning to show us you're the right fit for our team.
Showcase Your Networking Skills: Highlight your experience in building relationships and generating opportunities. We want to see how you've successfully engaged with your local market and created lasting connections that have led to new client relationships.
Demonstrate Your Passion for People: Let your personality shine through! We value authenticity and respect in our interactions, so share stories that showcase your passion for helping others and how you go the extra mile for your clients.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensure you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Canadian Imperial Bank of Commerce
✨Know Your Clients
Before the interview, research CIBC's client engagement strategies. Be ready to discuss how you would connect with clients on a personal level and provide tailored financial advice. Think of examples from your past experiences where you successfully built relationships and delivered meaningful solutions.
✨Market Understanding is Key
Demonstrate your knowledge of the local market and potential client base during the interview. Prepare a brief sales plan that outlines how you would convert leads into new clients. This shows that you’re proactive and understand the importance of business development in this role.
✨Community Connection
CIBC values community involvement, so be prepared to share how you’ve engaged with your local community in the past. Discuss any events you’ve attended or initiatives you’ve participated in that helped raise brand awareness and build your network.
✨Show Your Passion for People
During the interview, let your passion for helping others shine through. Share stories that highlight your relationship-building skills and how you’ve gone the extra mile for clients. This aligns perfectly with CIBC’s values of trust, teamwork, and accountability.