Talent.com
Financial Advisor
Financial AdvisorCIBC • Victoria, Capital Regional District, CA
Financial Advisor

Financial Advisor

CIBC • Victoria, Capital Regional District, CA
Il y a 15 jours
Type de contrat
  • Temps plein
Description de poste

Overview

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 ambitions, empowering you to make meaningful impacts and be valued for who you are and what you contribute. To learn more about CIBC, visit CIBC.com.

What You’ll Be Doing

  • Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients and helping them plan for today’s needs and tomorrow’s goals.
  • Make lasting connections and provide the right financial advice to help clients secure their futures, own homes, and set up businesses.
  • Work flexible banking centre hours, including evenings and weekends, and be on‑site full‑time.

How You’ll Succeed

  • Client engagement – focus on each client experience, connect on a personal level, provide tailored advice and solutions across banking, investments, lending, and estate planning.
  • Business development – understand the local market, create sales plans to convert leads, use networking to generate opportunities and deliver results, and leverage CIBC’s credit and investment solutions.
  • Community involvement – heighten CIBC brand awareness by attending local events, participating in marketing and outreach activities, and growing network to generate future opportunities.

    • Who You Are

  • You put our clients first, engaging with purpose to find the right solutions and going the extra mile.
  • You’re passionate about people, building diverse networks, and connecting with respect and authenticity.
  • You act like an owner, thriving on empowerment, initiative, and delivering results.
  • You’re goal‑oriented, motivated by accomplishing objectives and delivering the best to make a difference.
  • You have 1–3 years experience providing financial advice, establishing relationships, and achieving performance targets.
  • You hold a professional certification (CIRO‑MFD) and maintain accreditation in the Canadian Securities Course, Canadian Investment Funds Course, or Investment Funds in Canada Course, meeting CIRO‑MFD licensing requirements.
  • You hold a Quebec certification (AMF) with current accreditation and good standing in AMF licensing, and completed the necessary courses for RRC and optional CSI / ICB courses.
  • You value and live CIBC’s values of trust, teamwork, and accountability.

    • What CIBC Offers

  • Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers recognition program.
  • State‑of‑the‑art spaces and technology toolkit for collaborative innovation.
  • Culture of ambition through initiatives such as Purpose Day, a paid day off dedicated to growth and development.

    • What You Need To Know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We provide an accessible candidate experience and accommodate requests.
  • CIBC is committed to clarity in the hiring process. All roles posted are actively recruiting unless stated otherwise.
  • You must be legally eligible to work at the specified location(s) and, if applicable, have a valid work or study permit.
  • You may be asked to complete an attribute‑based assessment and other skills tests such as simulation, coding, or French proficiency.
  • Artificial intelligence tools are used during the recruitment process to better understand you and share more about us.

    • Job Location

    Victoria‑Douglas and View

    Employment Type

    Regular

    Weekly Hours

    37.5

    Skills

    Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results‑Oriented

    #J-18808-Ljbffr

    Créer une alerte emploi pour cette recherche

    Financial Advisor • Victoria, Capital Regional District, CA

    Offres similaires
    Finance Private Tutoring Jobs Brentwood Bay

    Finance Private Tutoring Jobs Brentwood Bay

    Superprof • Brentwood Bay, Canada
    Temps plein +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Construction Underwriter - Global Alliance Specialty Solutions

    Construction Underwriter - Global Alliance Specialty Solutions

    Global Alliance Specialty Solutions • victoria, bc, ca
    Temps plein
    Global Alliance Specialty Solutions is hiring for a Construction Underwriter to develop, shape and influence the execution of underwriting strategy and standards to achieve the financial objectives...Voir plus
    Dernière mise à jour : il y a 10 heures • Offre sponsorisée • Nouvelle offre
    Financial Insurance Representative

    Financial Insurance Representative

    Serenia Life Financial • Victoria, BC, Canada
    Temps plein
    Imagine building your career with a company that is both Human and Kind….Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple : understand ou...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Workday Financials Consultant (Partner Certified) - victoria

    Workday Financials Consultant (Partner Certified) - victoria

    Focus on WD • victoria, bc, ca
    Permanent +1
    Must have and be able to transfer their Workday Partner (Financial) Certifications for the duration of the contract.A leading Workday Partner is seeking an experienced Workday Financials Consultant...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Sales Development Representative

    Sales Development Representative

    Waterworth • Victoria, BC, Canada
    Temps plein
    Waterworth is a trailblazing Software-as-a-Service.Our impact spans over 300 municipalities across North America, managing critical infrastructure investments serving millions.We're a team of a...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Fitness Trainer

    Fitness Trainer

    Spinco Studio • Victoria, BC, Canada
    Temps plein
    We are looking for a dedicated Fitness Trainer to join Spinco Studio in Victoria.As a Fitness Trainer, you will play a crucial role in helping our clients achieve their fitness goals and maintain a...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Occupational Therapist

    Occupational Therapist

    Tall Tree Health • Victoria, BC, Canada
    Temps plein
    At Tall Tree, you’ll join an award-winning clinic focused on exceptional integrated healthcare.We’re a diverse team that is endlessly nerdy— we love learning, teaching, and keepin...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Admissions Advisor

    Admissions Advisor

    ABM College • Victoria, British Columbia, Canada
    Temps plein +1
    Quick Apply
    Edison College Canada is a Designated Private Career College.Established in 1973, formerly known as ‘Victoria College of Art’, we are one of the oldest and largest institutions serving the Island c...Voir plus
    Dernière mise à jour : il y a 1 jour
    Trade Finance Professional

    Trade Finance Professional

    Euro Exim Bank • Victoria, Victoria, CA
    Permanent
    Quick Apply
    About the Role : Euro Exim Bank, an award-winning global financial institution is seeking freelance-based professionals who are truly Passionate About Sales. Your main task is to attract new clients ...Voir plus
    Dernière mise à jour : il y a plus de 30 jours
    Rehabilitation Services Professional - Vocational (Bilingual)

    Rehabilitation Services Professional - Vocational (Bilingual)

    WCG International Consultants Ltd. • Victoria, BC, Canada
    Temps plein
    We believe in the power of work.Since 1994, we’ve been partnering with governments and local agencies across Canada to create sustainable employment opportunities for people, businesses and c...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    CASHIER - Cedar Hill

    CASHIER - Cedar Hill

    Tim Hortons • Victoria, BC, Canada
    Temps plein
    Cedar Hill location - 3749 Shelbourne St.EARLY MORNINGS , MID AND AFTERNOON SHIFTS ARE OPEN.Whether you are the very first person our guests encounter, or produce the best loved bakery items that o...Voir plus
    Dernière mise à jour : il y a 25 jours • Offre sponsorisée
    Vision Rehabilitation Assistant

    Vision Rehabilitation Assistant

    Vision Loss Rehabilitation Canada • Victoria, BC, Canada
    Temps plein +1
    Do you want to work for a health care organization that changes people's lives? One that not only cares deeply about clients, but also values that its employees are its greatest asset?.Vision L...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Full Time Car Wash Attendant

    Full Time Car Wash Attendant

    Hertz • North Saanich, BC, Canada
    Temps plein
    We are looking for a full time Car Wash Attendant who takes pride in their work and drives customer satisfaction.If this is you, and you’re ready for your next destination, then you have crui...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Finance Private Tutoring Jobs Central Saanich

    Finance Private Tutoring Jobs Central Saanich

    Superprof • Central Saanich, Canada
    Temps plein +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Workday Financials Consultant (Partner Certified)

    Workday Financials Consultant (Partner Certified)

    Focus on WD • victoria, bc, ca
    Permanent +1
    Must have and be able to transfer their Workday Partner (Financial) Certifications for the duration of the contract.A leading Workday Partner is seeking an experienced Workday Financials Consultant...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Surrogate Opportunity for Women 21–39 — Help a Family + Get Reimbursed.

    Surrogate Opportunity for Women 21–39 — Help a Family + Get Reimbursed.

    Surrogacy4All • Saanich, Canada
    Temps plein +1
    Are you a compassionate woman who’s had a healthy pregnancy and wants to help others experience the joy of parenthood?.Surrogacy4All helps Canadian women become . Full emotional, legal, and medical ...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Specialist, Orientation & Mobility

    Specialist, Orientation & Mobility

    Vision Loss Rehabilitation Canada • Victoria, BC, Canada
    Temps plein +1
    Do you want to work for a health care organization that changes people's lives? One that not only cares deeply about clients, but also values that its employees are its greatest asset?.Vision L...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Food Service Attendant

    Food Service Attendant

    SSP • Sidney, Brit, Canada
    Temps plein
    Comprehensive Benefits for Full-Time employees.SSP Canada operates several restaurants throughout Victoria International Airport, including : Spinnakers on the Fly, Fresh Cup, and Tim Hortons.This p...Voir plus
    Dernière mise à jour : il y a 3 jours • Offre sponsorisée