CIBC

Offices across Canada

Financial Advice Campus Development Program - Richmond Hill, ON

Oct 02, 2022
Competitive
Richmond Hill, Ontario
Co-op

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 are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

Job Description

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. 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. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

How the Program Works 

The Financial Advice Campus Development Program will develop advisor capability to build financial plans for new and existing clients to achieve their financial goals. The associate financial advisor will be supported in their learning journey by dedicated Associate Financial Advisors, Manager of Client Advice, 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 2023, 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 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.  

Important Information

  • Job posting closes on Sunday, October 2nd at 11:59PM EST.

  • You must be a recent graduate (2021 or 2022) or in your final year of post-secondary education pursuing a diploma/degree in Business, Finance, Accounting or related fields with an expected graduation date of Spring 2023.

  • Applications should include your resume (no more than 2 pages), cover letter (no more than 1 page) and transcripts uploaded as 1 document to the “Resume/CV section” of the application.

  • Work location: Richmond, Ontario. Job location may change due to business need and travel may be required. 

  • 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. 

  • Start Date: June 2023.

How you’ll succeed

  • Client engagement - 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.

  • Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

  • Business development - 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. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.

  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who You Are 

We 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: 

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

  • You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

  • You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.

  • You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At 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 home  

  • Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity  

  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training  

  • Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan  

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, please contact Mailbox.careers-carrieres@cibc.com

  • 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 Location

Tor-4256 Sheppard&Glen Watford

Employment Type

Regular

Weekly Hours

37.5

Skills

Customer Engagement, Customer Experience (CX), Establishing and Maintaining Interpersonal Relationships, Face to Face Customer Service, Financial Services, Influencing Others, Relationship Building, Resolving Conflicts and Negotiating with Others, Strong Interpersonal Skills, Written and Verbal Communications

How to Apply