Senior Financial Services Specialist - OCRI-CFM/AMF - Beloeil

We are building a relationship-focused bank for a modern world. We are recruiting 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 manage and develop a specialized client portfolio by managing key relationships, creating comprehensive financial plans, and providing exceptional customer service. As a Senior Financial Services Specialist, you will implement the CIBC Imperial Service approach by taking responsibility for a large portfolio and helping clients with planning that meets their current needs and supports the achievement of their goals. You will proactively engage with many clients, new and existing, to build lasting relationships, understand their goals, build their financial plan using CIBC's advanced tools, and provide the right advice to help them make informed choices for their future. You must be able to work during banking center hours, including evenings and weekends. To foster the delivery of an exceptional customer experience, you must be able to work at different banking centers located at a reasonable distance.

*At CIBC, we offer you the best work environment to help you accomplish your functions. To be able to accomplish your tasks, you will work on-site full-time.*

How to Succeed

• Client Mobilization - Prioritize each client's experience and build a personal relationship so that every interaction is meaningful. Provide trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new relationships with clients.
• Business Expansion - Understand your local market and potential clientele to create a comprehensive sales plan that converts leads into new 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 will result in loyal and satisfied clients, and more referrals.
• Community Engagement - Promote the CIBC brand in your community by participating in local activities and taking part in marketing and outreach activities. Expand your network to create lasting connections that will bring opportunities in the future.

Your Attributes

• You prioritize clients. You communicate with the goal of finding the right solutions. You go above and beyond because it's the right thing to do.
• You like 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 achieve results.
• You have a goal-oriented approach. You are motivated by achieving your goals and give your best to deliver more.
• You have an influence that can change things. You know that relationships and networks are essential for success. You drive results by sharing your expertise.
• You have one and a half to three years of experience in a financial advisor role, in managing and developing your own client portfolio.
• You are an accredited professional (OCRI-CFM). You have a current and valid accreditation for the Canadian Securities Course (CSC)/Canadian Investment Fund Course (CIFC)/Investment Funds of Canada Course (IFC) and meet the OCRI-CFM membership criteria at the time of hire. Personal Financial Planner (PFP) course within 24 months of your start date.
• You are an accredited professional (Quebec). You have a current and valid accreditation for the AMF license, have passed the Canadian Investment Fund Course (CIFC) or Canadian Securities Course (CSC) for the purpose of obtaining the AMF license, and hold the title of Retirement Counselor (RC). 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 will 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, membership in an employee 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 social program.
• With our spaces and technological tools, it becomes easy to bring great minds together to create innovative solutions that improve things for our clients.
• We foster a culture that encourages the expression of your ambitions through initiatives like the Reason for Being 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 Need to Know

• CIBC is committed to creating an inclusive workplace where all team members and clients feel welcome. We seek candidates with a wide range of skills and offer accessible experiences to candidates. If you need an accommodation solution, please email Mailbox.careers-careers@cibc.com.
• CIBC is committed to being clear in the context of 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 locations specified above 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
• Employment Type
• Permanent
• Weekly Hours
• 37.5

Skills

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