- [email protected] | 5th Floor, 205 Placer Court . North York, ON M2H 0A9
银行 Financial Advisor
薪资：$24 - $26
- 联系电话
+1 647-372-0631
- 地区
多伦多工作
- 薪资
$24 - $26
- 发布日期
August 28, 2024
- 工作招聘内容
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.
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.
Business development
– Deeply understand your local market and potential client base to create sales plans 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.
系统翻译：
在 CIBC，我们为您打造最适合您的工作环境，让您在自己的岗位上茁壮成长。
为了成功完成工作，您将全职在现场。
您将如何取得成功 客户参与
– 专注于每位客户的体验并在个人层面上进行联系，使每次互动都有意义。
在财务规划的所有领域提供量身定制的建议和解决方案，包括日常银行业务、投资、贷款和遗产规划。
培养您的网络以建立新的客户关系。
业务发展
– 深入了解您的本地市场和潜在客户群，制定销售计划，将潜在客户转化为新客户。
利用您强大的关系建设和网络技能建立联系、创造机会并实现盈利。
利用 CIBC 广泛的信贷和投资解决方案提供基于需求的方法，从而获得满意、忠诚的客户并增加推荐。
社区参与
– 通过参加当地活动以及参与营销和外展活动，提高 CIBC 在您所在社区的品牌知名度。
拓展您的网络，建立持久的联系，从而创造未来的机会。
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.
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.
Business development
– Deeply understand your local market and potential client base to create sales plans 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.
系统翻译：
在 CIBC，我们为您打造最适合您的工作环境，让您在自己的岗位上茁壮成长。
为了成功完成工作，您将全职在现场。
您将如何取得成功 客户参与
– 专注于每位客户的体验并在个人层面上进行联系，使每次互动都有意义。
在财务规划的所有领域提供量身定制的建议和解决方案，包括日常银行业务、投资、贷款和遗产规划。
培养您的网络以建立新的客户关系。
业务发展
– 深入了解您的本地市场和潜在客户群，制定销售计划，将潜在客户转化为新客户。
利用您强大的关系建设和网络技能建立联系、创造机会并实现盈利。
利用 CIBC 广泛的信贷和投资解决方案提供基于需求的方法，从而获得满意、忠诚的客户并增加推荐。
社区参与
– 通过参加当地活动以及参与营销和外展活动，提高 CIBC 在您所在社区的品牌知名度。
拓展您的网络，建立持久的联系，从而创造未来的机会。
- 招聘技能需求
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.
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You’re a certified professional (MFDA).
You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
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).
You’re a certified professional (MFDA
– Ontario).
You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).
You can demonstrate experience in speaking the Mandarin and/or Cantonese language Values matter to you.
You bring your real self to work and you live our values
– trust, teamwork, and accountability.
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] 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.
系统翻译：
您将客户放在第一位。
您有目的地寻找正确的解决方案。
您加倍努力，因为这是正确的事情。
您对人充满热情。
您在人际关系中找到意义，让自己置身于多元化的合作伙伴网络中。
您通过尊重和真诚与他人建立联系。
您表现得像一个主人。
当您有权采取主动、主动行动时，您就会蓬勃发展。超越并交付成果。
您以目标为导向。
您通过实现目标并竭尽全力做出改变而受到激励。
您可以展示 1 – 3 年提供服务的经验向客户提供财务建议，并在实现绩效目标的同时建立关系。
您是经过认证的专业人士 (MFDA)。
您目前在加拿大证券课程 (CSC)/加拿大投资基金课程 (CIFC) 中拥有认证和良好信誉）并且必须满足 MFDA 许可的资格要求。
您是经过认证的专业人士（魁北克省）。
您目前拥有 AMF 许可的认证和良好信誉；
成功完成加拿大投资基金课程 (CIFC)或加拿大证券课程 (CSC) 以支持 AMF (Autorité des Marchés Financiers) 许可，以及注册退休顾问 (RRC)。
如果您完成了 CSI/ICB 投资和税务基础课程，这将是一项资产
-魁北克省 (0774) 和 CSI/ICB 财务规划法律与道德方面课程 (0790)。
您是经过认证的专业人士（MFDA
– 安大略省）。
您在该领域拥有当前的认证和良好的信誉加拿大证券课程 (CSC)/加拿大投资基金课程 (CIFC)，并且必须满足 MFDA 许可的资格要求。
您已经或愿意在开始日期之前通过以下方式获得指定金融服务顾问称号 (DFSA)加拿大证券协会 (CSI)。
您可以展示说普通话和/或粤语的经验。价值观对您很重要。
您将真实的自我投入工作，践行我们的价值观
– 信任、团队合作和责任。
CIBC 致力于创造一个包容的环境，让所有团队成员和客户都有归属感。
我们寻找具有广泛能力的申请人，并提供无障碍的候选人体验。
如果您需要住宿，请联系 [email protected] 您需要具有在上述指定地点工作的合法资格，并且在适用的情况下，必须拥有有效的工作或学习许可证。
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.
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You’re a certified professional (MFDA).
You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
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).
You’re a certified professional (MFDA
– Ontario).
You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).
You can demonstrate experience in speaking the Mandarin and/or Cantonese language Values matter to you.
You bring your real self to work and you live our values
– trust, teamwork, and accountability.
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] 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.
系统翻译：
您将客户放在第一位。
您有目的地寻找正确的解决方案。
您加倍努力，因为这是正确的事情。
您对人充满热情。
您在人际关系中找到意义，让自己置身于多元化的合作伙伴网络中。
您通过尊重和真诚与他人建立联系。
您表现得像一个主人。
当您有权采取主动、主动行动时，您就会蓬勃发展。超越并交付成果。
您以目标为导向。
您通过实现目标并竭尽全力做出改变而受到激励。
您可以展示 1 – 3 年提供服务的经验向客户提供财务建议，并在实现绩效目标的同时建立关系。
您是经过认证的专业人士 (MFDA)。
您目前在加拿大证券课程 (CSC)/加拿大投资基金课程 (CIFC) 中拥有认证和良好信誉）并且必须满足 MFDA 许可的资格要求。
您是经过认证的专业人士（魁北克省）。
您目前拥有 AMF 许可的认证和良好信誉；
成功完成加拿大投资基金课程 (CIFC)或加拿大证券课程 (CSC) 以支持 AMF (Autorité des Marchés Financiers) 许可，以及注册退休顾问 (RRC)。
如果您完成了 CSI/ICB 投资和税务基础课程，这将是一项资产
-魁北克省 (0774) 和 CSI/ICB 财务规划法律与道德方面课程 (0790)。
您是经过认证的专业人士（MFDA
– 安大略省）。
您在该领域拥有当前的认证和良好的信誉加拿大证券课程 (CSC)/加拿大投资基金课程 (CIFC)，并且必须满足 MFDA 许可的资格要求。
您已经或愿意在开始日期之前通过以下方式获得指定金融服务顾问称号 (DFSA)加拿大证券协会 (CSI)。
您可以展示说普通话和/或粤语的经验。价值观对您很重要。
您将真实的自我投入工作，践行我们的价值观
– 信任、团队合作和责任。
CIBC 致力于创造一个包容的环境，让所有团队成员和客户都有归属感。
我们寻找具有广泛能力的申请人，并提供无障碍的候选人体验。
如果您需要住宿，请联系 [email protected] 您需要具有在上述指定地点工作的合法资格，并且在适用的情况下，必须拥有有效的工作或学习许可证。
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