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CIBC: Job Description Financial Advisor Campus Development Program – Ottawa,

CIBC

This is a Full-time position in Ottawa, ON posted September 20, 2020.

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 your ambitions so you feel empowered at work.

Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.To learn more about CIBC, please visit CIBC.ComJob DescriptionWe’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 your ambitions, so you feel empowered at work.

Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.To learn more about CIBC, please visit CIBC.Com CIBC Imperial Service, Financial Advisor As a member of the Personal and Business Banking Team, you’ll develop and build the skills to effectively manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service.

As an Imperial Service Financial Advisor, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a portfolio and helping our clients make their ambitions a reality.

You’ll proactively engage with new and existing clients to make lasting connections and provide comprehensive financial advice.

This program is designed for students graduating in spring/summer 2021; ideally with a degree in Business, Finance, Commerce, or related field.

Personal and Business Banking Client Engagement Focus on each client experience and connect on a personal level to make every interaction meaningful.

Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships.

Cultivate your network to establish new client relationships.Business Development Deeply understand your local market and potential client base to create a sales plan that will convert leads into new CIBC clients.

Use your strong relationship building and networking skills to build 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.Partnerships Imperial Service Advisors work in partnership with Financial Planning Consultants, Business Advisors, Investment Advisors, Commercial Bankers and Private Wealth Managers & will focus on four quadrant planning – retirement planning, investment planning, credit planning and wealth protection to help meet the needs for CIBC mass affluent clients.How The Program WorksThe Financial Advisor Campus Development Program will develop advisor capability to build financial plans for new and existing clients to achieve their financial goals.

The advisor will be supported in their learning journey by dedicated Senior Financial Advisors, Banking Centre Leaders, and Specialists.

There will be three learning components to the first year in role:Successful candidates will enter a 7-9 month rotational program to start in June 2021, where they will be provided the opportunity to gain experience in various roles via rotations in Community Banking Centres within Personal and Business Banking, determined based on business needs.

This program will include a supported accreditation journey towards IIROC or MFDA along with additional education to help you learn the CIBC systems and lending processes.

Upon completion of this program you will be placed on a portfolio and enrolled in a dedicated Financial Advisor Development Program to continue to support your learning journey.Who You AreWe are looking for highly motivated, accomplished and success-oriented individuals who have a keen interest in pursuing a career in the financial services industry.

Prospective candidates should demonstrate the following:Passionate about building relationships and surrounding yourself with a diverse network of partners to build trust through respect and authenticity.Act like an owner, thrive when you’re empowered to take the lead, go above and beyond, and deliver results.Driven to succeed, motivated by accomplishing your goals and delivering your best to make an impact.Bring your real self to work and you live our values trust, teamwork, and accountability.Proven record of academic success, teamwork and extracurricular involvement.

Successful completion of the IFIC or CSC is required within four months of start date.Self-starter with an ability to multi-task and manage competing demands in a dynamic environment.Excellent interpersonal skills, a proven ability to contribute to high-performance teams and a demonstrated commitment to acting with integrity.Highly effective written, oral and presentation skills with an ability to explain complex concepts.What CIBC OffersAt CIBC, our people are our greatest asset.

You’ll become part of a diverse community that acknowledges everyone’s unique talents and empowers teams to do what’s right for the client, and to do it well.

As part of our team, you will:Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at homeConnect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativityDevelop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product trainingProsper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase planWhat You Need To KnowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

We seek applicants with a wide range of abilities, and we provide an accessible candidate experience.

If you need accommodation during the application or interview process, please contact [email protected] You need to be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work or study permitThis is a regular full-time role that requires flexibility.

Your hours will be based on our banking centre operations, and you may need to occasionally work evenings or weekends, travel, or meet clients off site in order to provide exceptional serviceNoteYour application must include: a cover letter (maximum one page); a resume; transcripts.Due to the nature of the role, you are expected to remain a minimum of 24 months in the role before you may be eligible for other job opportunities within the organization.What You Need To Know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

We seek applicants with a wide range of abilities and we provide an accessible candidate experience.

If you need accommodation during the application or interview process, please contact [email protected] You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit Job LocationOttawaEmployment TypeRegularWeekly Hours37.5