20 meilleures offres (financial advisor) (à pourvoir)

Senior Financial Advisor - Abitibi-Témiscamingue
CIBC —Val-d'Or, QC
- Temps plein
- Vente
- Développement commercial
- Services financiers
Expert Banking Advisor
Royal Bank of Canada —Boucherville, QC
- Temps plein
- Vente
- Anglais
- Finance
Expert Banking Advisor
Royal Bank of Canada —Sainte-Agathe-des-Monts, QC
- Temps plein
- Vente
- Anglais
- Finance
Conseiller(ère) en gestion de patrimoine
Diligence Gestion de patrimoine Manuvie —Ville de Québec, QC
- De 60 000 $ à 1 000 000 $ par an
- Temps plein
- Service à la clientèle
- Développement commercial
- Baccalauréat
Postuler rapidement
il y a 6 jours
Spécialiste en Services Financiers
CIBC —Rouyn-Noranda, QC
- Fins de semaine au besoin
- Service à la clientèle
- Développement commercial
- Services financiers
CONSEILLER(ÈRE) EN FINANCES PERSONNELLES - VERNER
Caisse Alliance —Warren, ON
- De 60 523 $ à 74 763 $ par an
- Temps partiel
- Service à la clientèle
- Anglais
- Développement commercial
Postuler rapidement
il y a 11 jours
Banking advisor
Royal Bank of Canada —Brossard, QC
- Temps plein
- Vente
- Anglais
- Déplacements à prévoir
Conseiller en placement – Gestion de Patrimoine
Manuvie Gestion de Patrimoine —Ville de Québec, QC
- De 65 000 $ à 200 000 $ par an
- Temps plein
- Finance
- Baccalauréat
- Diplôme universitaire non requis
Postuler rapidement
Financial Advisor CIRO-MFD (Urban)
CIBC —Brantford, ON
- Temps plein
- Vente
- Développement commercial
- Services financiers
Associate, Financial Planning
Canaccord Genuity Corp. —Oakville, ON
- De 135 000 $ à 200 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
Financial Security Advisor, Insurance
Royal Bank of Canada —Montréal, QC
- Temps plein
- Salesforce
- Anglais
- Développement commercial
- Régimes de participation aux bénéfices
Banking Advisor
Royal Bank of Canada —Dorval, QC
- Temps plein
- Vente
- Anglais
- Déplacements à prévoir
Financial Planner
The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON
- De 65 000 $ à 120 000 $ par an
- Temps plein
- Travail hybride
- Développement commercial
- Déplacements à prévoir
- Services financiers
- Assurance Dentaire
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 4 jours
Financial Advisor/ Senior Financial Advisor - Lacombe
Servus Credit Union —Lacombe, AB
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Régimes de participation aux bénéfices
Postuler rapidement
il y a 4 jours
Conseiller (ère) en Placements Associé (e) / Investment Advisor Associate
Patrimoine Manuvie Incorporée / Manulife Wealth Incorporated —Dorval, QC
- De 60 000 $ à 300 000 $ par an
- Temps plein
- Anglais
- Baccalauréat
- Services financiers
Postuler rapidement
Conseiller(ère) en placement junior | Junior Investment Advisor
Manulife Wealth Inc. —Dorval, QC
- De 50 000 $ à 250 000 $ par an
- Temps plein
- Vente
- Pas d'expérience requise
- Anglais
Postuler rapidement
conseiller en placement junior
Diligence gestion de patrimoine Manuvie —Montréal, QC
- De 50 000 $ à 500 000 $ par an
- Temps plein
- Travail hybride
- Vente
- Anglais
- Diplôme d'études secondaires
- Travail à domicile
- Heures d'arrivée et de départ flexibles
Postuler rapidement
Financial Advisor/ Senior Financial Advisor - Stony Plain
Servus Credit Union —Stony Plain, AB
- Vente
- Service à la clientèle
- Diplôme d'études secondaires
- Régimes de participation aux bénéfices
Postuler rapidement
Independent Financial Advisor
Rockbase Capital —Toronto, ON
- De 35 756,84 $ à 98 375,51 $ par an
- Temps partiel
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
14 h
Agriculture Banking Advisor
Servus Credit Union —Barrhead, AB
- Vente
- Développement commercial
- Esprit d'analyse
- Régimes de participation aux bénéfices
Postuler rapidement

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Découvrir les offres d'emploi dans d'autres lieux

financial advisor jobs near

Financial Advisor (Toronto, ON) : offres d'emploi

Banking Advisor (Sainte-Agathe-des-Monts, QC) : offres d'emploi

Financial Advisor (Stony Plain, AB) : offres d'emploi

Conseiller En Gestion De Patrimoine (Quebec City, QC) : offres d'emploi

Financial Planning Analyst (Oakville, ON) : offres d'emploi

Financial Advisor (Montréal, QC) : offres d'emploi

Financial Advisor (Vancouver, BC) : offres d'emploi

Banking Advisor (Niagara Falls, ON) : offres d'emploi

Banking Advisor (Riverview, NB) : offres d'emploi

Banking Advisor (Toronto, ON) : offres d'emploi

Banking (Peterborough, ON) : offres d'emploi

Banking Advisor (Surrey, BC) : offres d'emploi

Banking (Saskatchewan) : offres d'emploi

Financial Advisor (Victoria, BC) : offres d'emploi

Responsable Financier (Province De Québec) : offres d'emploi

Contrôleur Financier (Mirabel, QC) : offres d'emploi

Responsable Des Services De Sante (Montréal, QC) : offres d'emploi

Financial Advisor (Argyll, AB) : offres d'emploi

Outbound Financial Sales Representative (Toronto, ON) : offres d'emploi

Moomoo Financial (Toronto, ON) : offres d'emploi

Senior Financial Advisor - Abitibi-Témiscamingue

CIBC -
Val-d'Or, QC

Postuler dès maintenant

Détails du poste

Temps plein

Profil recherché

PFP
Investissement
Développement des relations avec la clientèle
Expérience en conseil financier
Vente
Gestion des comptes clés
Développement des relations avec la clientèle
Développement commercial
Service à la clientèle
Orientation axée sur le service à la clientèle
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Consultation auprès de la clientèle
Interaction avec les clients
Marketing

Description complète du poste

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

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools and give them the right advice to help them make well-informed choices for their future. 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.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans 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 comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create 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.

Who you are

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 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 act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing upon hire. Personal Financial Planner (PFP) within 24 months of hire.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including 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.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Subject to plan and program terms and conditions

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 [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Postuler dès maintenant

Affinez votre recherche

financial advisor emplois

Senior Financial Advisor - Abitibi-Témiscamingue

Expert Banking Advisor

Expert Banking Advisor

Conseiller(ère) en gestion de patrimoine

Spécialiste en Services Financiers

CONSEILLER(ÈRE) EN FINANCES PERSONNELLES - VERNER

Banking advisor

Conseiller en placement – Gestion de Patrimoine

Financial Advisor CIRO-MFD (Urban)

Associate, Financial Planning

Financial Security Advisor, Insurance

Banking Advisor

Financial Planner

Financial Advisor/ Senior Financial Advisor - Lacombe

Conseiller (ère) en Placements Associé (e) / Investment Advisor Associate

Conseiller(ère) en placement junior | Junior Investment Advisor

conseiller en placement junior

Financial Advisor/ Senior Financial Advisor - Stony Plain

Independent Financial Advisor

Agriculture Banking Advisor

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor

Related Searches

Découvrir les offres d'emploi dans d'autres lieux

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact