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Financial Advisor, Small Business

Reference ID: 16016418
Sales and Marketing
Full Time
Nanaimo, BC     

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CIBC is a leading Canadian-based global financial institution. Through our three major businesses – Retail and Business Banking, Wealth Management and Wholesale Banking – we provide 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 invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. To learn more about CIBC’s Lines of Business, please visit our website.

CIBC focuses on what matters to our employees – access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.

Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.

To learn more about CIBC and the CIBC Group of Companies please visit

Job Overview

Imagine being part of CIBC’s Imperial Service Financial Advisory team whose focus is offering comprehensive financial advice to a key consumer group with expected growth of more than $500 billion over the next decade. Imperial Service has the largest, most highly accredited in-branch advisory team at any Canadian bank.

Working as an Imperial Service Advisor you will manage and build on an existing portfolio of select CIBC Imperial Service clients. You will choose from a range of investment portfolios designed to match the personal financial goals and investment time horizon while providing a unique needs-based sales approach to assist your clients in achieving their evolving financial goals.

CIBC’s world class Imperial Service offering reinforces our goal of building and growing a branch-based financial planning business for mass affluent Canadians. It does this by providing Financial Advisors with the opportunity to increase their total cash compensation based on their performance in providing our clients with trusted financial advice and service. The program provides eligible Financial Advisors with the opportunity to be rewarded based on their performance in growing our revenues, funds managed, net sales, referral to Partners and achieving our business objectives. It provides a clear line of sight between compensation, performance and business results. As performance increases, so does the reward potential. Your keenly honed relationship-building expertise makes you a perfect candidate for a stimulating role with even more stimulating rewards while working for a proven industry leader. If you haven't thought about a career with CIBC, think again.

Job Requirements

– Your role will be to build and strengthen relationships with new and existing clients while meeting clients’ short and long term financial needs, recommending a full range of solutions (banking, credit, investment and wealth protection) and taking into account the clients’ current situation, risk profile, time horizon, and other personal factors
– 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 CIBC’s 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 We’re Looking For

– Successful candidates must exhibit CIBC’s values of trust, team work, and accountability
– Must have a completed the CIFC or CSC
– Must meet eligibility requirements for MFDA license
– Must have well developed knowledge of the small business banking industry, the small business lifecycle, financial statement analysis and strong sales management techniques
– Must have excellent financial planning skills, the ability to examine portfolio client base to identify potential for further business. Plan and execute a business development plan to acquire business clients in support of business unit objectives and CIBC strategies
– Must have experience with regulatory and compliance requirements to effectively manage risk
– Should be comfortable creating and presenting well developed interactive presentations to customers with sophisticated needs
– Should have detailed working knowledge of estate planning, powers of attorney, wills, family trusts, creditor insurance and tax sufficient to provide customers with a general level of information on these products/services and refer them to appropriate professionals when applicable

Posted: October 20, 2016
Closes:November 27, 2016
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Company Info
10,000+ employees
Banking & Finance

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About CIBC

As one of Canada’s largest employers, CIBC offers a variety of career opportunities. Our people are the key to achieving our vision of being the leader in client relationships, which is why we work...