Support Personal, Business banking and Imperial Service by developing sourcing plans and actively recruiting high quality candidates to meet business goals.
Compensation
competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program
Responsibilities
Proactively source and assess best-in-class external talent
Support the Imperial Service Team with client outreach, sales and administrative activities to build relationships with clients and recommend the right products and solutions to meet their financial goals.
Responsibilities
Partner with Financial Advisors to help high value clients secure their futures
Support the team with client outreach, sales and administrative activities
Create strong working relationships while making a difference in clients' financial success
Leverage knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients
Engage in marketing and outreach activities, uncovering opportunities to support the Advisor team in growing their network and deepening existing relationships
Support the Personal and Business Banking Team by engaging clients, driving sales, and managing administrative tasks to build relationships and recommend financial solutions.
Lead a team of client facing employees within the banking centre, as well as other banking centres within your community to deliver on CIBC’s Purpose of helping to make our client’s ambition a reality.
Compensation
a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Responsibilities
Lead and coach a high performing sales team of Leaders, Advisors, and Representatives to deepen client relationships and grow business to CIBC
Build a culture of collaboration across multiple client offers so that clients are served by those best able to meet their financial goals
Monitor the Banking Centre’s business performance and put action plans into place to close any gaps
Manage and minimize risk to safeguard our bank, clients and shareholders
Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Join CIBC’s Investment Specialist team in Personal and Business Banking to build lasting client connections, provide investment planning advice, and facilitate new client relationships through business development.
Responsibilities
Build lasting connections with existing clients and provide investment planning advice
Facilitate new client relationships through business development activities
Focus on each client experience and connect on a personal level
Collaborate with Banking Centre teams to enhance existing relationships
Deeply understand local market and potential client base to build a sales plan
Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) (for Quebec based employees only)
Responsible for reviewing and validating LCTR reporting submitted to FINTRAC, monitoring the AML LCTR department mailbox, processing investigation requests, and entering required information into the LCTR database to ensure successful reporting.
Responsibilities
Review and validate LCTR reporting submitted to FINTRAC
Monitor AML LCTR department mailbox and process investigation requests
Enter required information into the LCTR database
Support Consultant and Senior Analyst to ensure timely submission of LCTR reporting
As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.
Responsibilities
Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues
Engage in marketing and outreach activities to show clients you value them and their communities
Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners
Call both existing and potential clients to identify opportunities for future growth and revenue
Assist the Mortgage Advisor in building their own business, focusing on client engagement, administrative support, and business development support within a home office environment.
Responsibilities
Respond to client inquiries and facilitate the mortgage application process
Assist the Mortgage Advisor in activities to support their business
Assist with marketing and business development activities, which are designed to facilitate new business, by identifying, and attracting clients to the Mortgage Advisor
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service, acting as a single point of contact for clients to help them plan for today’s needs and tomorrow’s goals.
Responsibilities
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning
Cultivate your network to establish new client relationships
Create sales plan that will convert leads into new clients
Attend local events and participate in marketing and outreach activities
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