Financial Services Specialist

We are building a relationship-focused bank for a modern world. We are looking for talented and passionate professionals who care about doing the right thing for our clients.

At CIBC, we bet on your strengths and ambitions to give you the power to act. Our team members have what they need to make a significant contribution and be recognized, both for who they are and what they do.

Job Duties

As a member of the Personal Banking and Small Business team, you will build and grow your client portfolio by providing dedicated relationship management, financial services support, and exceptional customer service. As a Financial Services Specialist, you will implement the CIBC Imperial Service Approach as the central point of contact for your clients and help them through planning that meets their current needs and supports the achievement of their goals. You will build lasting relationships and provide sound financial advice that will help your clients secure their future, access homeownership, and grow their business. You must be able to work during bank center hours, including evenings and weekends. To provide an exceptional customer experience, you must be able to work at different bank centers within a reasonable distance.

*At CIBC, we offer the best work environment to help you succeed in your role. To perform your tasks well, you will work full-time on-site.*

How to Succeed

• Client Engagement - Prioritize each client's experience and build a personal relationship so that every interaction is meaningful. You will provide tailored advice and solutions for all aspects of financial planning, including current banking services, investments, loans, and estate planning. Cultivate your network to establish new client relationships.
• Business Expansion - Understand your local market and potential clientele to create a sales plan that converts leads into new CIBC clients. Use your strong relationship-building and networking skills to build relationships, create business opportunities, and achieve concrete results. Leverage CIBC's extensive range of credit and investment solutions to offer a needs-based approach that results in loyal and satisfied clients and more referrals.
• Community Engagement - Promote the CIBC brand in your community by participating in local activities and engaging in marketing and outreach activities. Expand your network to create lasting connections that will bring future opportunities.

Your Attributes

• You prioritize clients. You communicate to find the right solutions. You go above and beyond because it's the right thing to do.
• You love people. You find meaning in your relationships with others, and your network includes a diverse group of partners. You build connections with others through your respectful and authentic attitude.
• You act like an owner. You thrive when you can take initiative, exceed expectations, and deliver results.
• You have a goal-oriented approach. You are motivated by achieving your goals and give your best to bring more.
• You have 1 to 3 years of experience in providing financial advice to clients and building relationships while achieving performance goals.
• You are a certified professional (OCRI-CFM). You have a current and valid certification from the Canadian Securities Course (CSC)/Canadian Investment Fund Course (CIF)/Canadian Investment Fund Course (IFC) and meet the OCRI-CFM membership criteria.
• You are a certified professional (Quebec). You have a current and valid certification for the AMF license, have passed the Canadian Investment Fund Course (CIF) or Canadian Securities Course (CSC) for the purpose of obtaining the AMF license, and hold the title of Retirement Advisor (RA). Passing the courses Investments and Taxation - Quebec (0774) and Legal and Ethical Aspects of Financial Planning (0790) from CSI and ICB is an asset.
• Values matter to you. You stay true to yourself at work and embody our values of trust, teamwork, and accountability.
• #LI-TA
• What CIBC Offers You

At CIBC, your goals are a priority. Based on your strengths and ambitions as an employee, we strive to create opportunities that allow you to leverage your potential. Our goal is to offer you a career, not just a paycheck.

• We strive to reward you in a personalized and relevant way, including offering a competitive salary, performance-based compensation, banking benefits, eligibility for a benefits program*, a defined benefit pension plan*, and an employee stock purchase plan, vacation time, support for your well-being, and Creator of Moments, our points-based recognition program.
• With our spaces and technological tools, it's easy to bring together great minds to create innovative solutions that improve things for our clients.
• We foster a culture that encourages the expression of your ambitions through initiatives like Purpose Day, a paid day off that you can use to invest in your growth and development.
• Subject to the terms of the plan and program

What You Should Know

• CIBC is committed to creating an inclusive work environment where all team members and clients feel welcome. We seek candidates with a wide range of skills and offer accessible experiences. If you need an accommodation solution, please email Mailbox.careers-careers@cibc.com.
• CIBC is committed to being clear in its hiring process. All postings aim to fill positions for which we are actively recruiting, unless otherwise stated.
• You must be legally admissible to work in Canada in the specified locations and, if applicable, hold a valid work or study permit.
• We may ask you to complete an attributes-based assessment and other skills tests (such as simulation, programming, and French proficiency).
• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to learn more about you and everything you have to offer, and to give you the opportunity to learn more about us.
• Location
• Main & Perreault
• Employment Type
• Full-time
• Weekly Hours
• 37.5

Skills

Results-driven, Community connections, Financial consulting, Business development, Portfolio management, Investments, Lending, Customer service