Supervisor FP&A leading financial planning, budgeting, and performance analysis for LATAM at Big Dutchman. Focused on financial visibility and strategic decision - making.
About the role
- Financial Advisor at CIBC managing client relationships and delivering financial services solutions. Building a client portfolio through exceptional service and community involvement.
Responsibilities
- Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
- Deliver on CIBC’s Imperial Service approach as a single point of contact for clients.
- Provide financial advice to help clients secure their futures, own homes, and set up businesses.
- Focus on each client experience and connect on a personal level.
- Establish new client relationships and create sales plans to convert leads into clients.
- Attend local events and participate in marketing and outreach activities to enhance CIBC brand awareness.
Requirements
- Postsecondary degree/diploma and/or 4 years of relevant experience.
- Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensed.
- Current accreditation and good standing for CIRO-ID licensing.
- Current accreditation and good standing in AMF licensing (for Quebec).
- Successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing.
- Registered Retirement Consultant (RRC).
- Asset: Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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