68 Financial Advisor jobs in Vaughan

Job Description

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

JOB OVERVIEW 
We are currently seeking a Financial Advisor to join our Employee Financial Services team. In this role, the financial advisor will develop and maintain the relationships for the Assante Financial Management Employee Accounts Program. Working in a team-oriented environment, you will use your organizational, investment knowledge and exceptional communications skills to provide advice and service existing or new clients with their portfolio of in-house products. 
What you will do: 
•    Service existing clients in the Employee Account Program 
•    Ensure asset retention and service excellence primarily over the phone, via correspondence and in person
•    Provide advice, information and execute trades for clients
•    Effectively promote benefits of mutual fund and other investment products to clients
•    Ascertain and analyze client needs and objectives and advise accordingly
•    Investigate and resolve client issues and initiate follow up on research efforts
•    Respond to inquiries and complaints in a professional and proactive manner

What you will bring: 

•    A minimum of two (2) year sales and client service experience within the investment industry
•    Strong knowledge of financial markets with a thorough understanding of Mutual funds
•    Strong client service skills – required to build/maintain relationships with clients, employees and management
•    Sales ability to handle outbound calls/meetings to/with existing clients.
•    Post-secondary education, and IFIC or Canadian Securities Course a must. 
•    Insurance, CFP, CIM & other licensing an asset 
•    Bilingual (French/English) an asset
•    Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
•    Excellent communication skills: verbal, written and presentation 
•    Detail oriented, professional and analytical, positive attitude and genuine commitment to client service
•    Good knowledge of Naviplan, Snap Projections and Morningstar

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.  Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

What we offer:

•    Training Reimbursement
•    Paid Professional Designations
•    Employee Savings Plan (ESP)
•    Corporate Discount Program
•    Enhanced group benefits
•    Parental Leave Top–up program
•    Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747. 

Job Description

Job Description

The Opportunity

You’re the kind of person who is always looking to learn. You want to grow into something greater and you’re looking for an organization that encourages and supports your professional development. Longevity Achieved promotes advancement and rewards our team members based on individual performance and merit. Sure you’ll have exposure to the team, but all of our people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know that this can only be accomplished by supporting our advisor growth and development. By providing frequent feedback and consistently measuring progress, we’ve discovered the recipe for success that’s delivered year over year growth since our first year of business. This a culture of winning. At Longevity Achieved we breed winners.

Responsibilities

• Build and maintain relationships with clients to understand their financial goals and provide suitable recommendations.

• Develop and implement effective sales strategies to meet and exceed sales targets.

• Analyze financial information and market trends to provide accurate and timely advice to clients.

• Stay updated on industry regulations and products to provide clients with up-to-date information and compliance.

• Maintain accurate records of client interactions and transactions for compliance purposes.

• Generate leads through networking, referrals, and cold calling to expand client base.

Experience/Qualifications

• Strong sales skills with a proven track record of meeting and exceeding sales targets.

• In-depth knowledge of financial products, investment options, and market trends.

• Excellent communication and interpersonal skills to build and maintain client relationships.

• Ability to analyze financial information and provide accurate advice to clients.

• Proactive and self-motivated with the ability to generate leads and expand client base.

• Knowledge of industry regulations and compliance requirements.

What's in it for you? (Commissions & benefits)

• Enjoy the flexibility of a hybrid work model, allowing you to work both remotely and at our beautiful office location in Mississauga, ON, Canada.

• Performance-based compensation, untapped earning potential   

• Residual income   

• Customized personal business planning   

• Full marketing support, prospecting, and technical assistance   

• Robust technology stack, including customizable CRM software   

• Customized mentorship program with established advisors and managers   

• Ongoing resources and support, with autonomy to run your own practice   

• Opportunity to qualify for trips to enchanting destinations   

• In-house resources, including discretionary portfolio managers, New Business Support, CPA’s, CFP’s, estate planning attorneys, directors of practice development, and subject-based experts     

Longevity values:   

• DYNAMISM: Fuelling action, speed, and continual excellence.

• UNITY: Harmonising wealth and well-being.

• HONOUR: Upholding trust, duty, and ethical conduct.

• BOLDNESS: Pioneering courage, innovation, and decisive action.

• EMPOWERMENT: Enabling choice, strength, and personal growth.

Qualifications:   

• General understanding of financial services   

• Excellent interpersonal skills   

• LLQP, MFDA or securities license are welcomed but not required
   

To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.  

Longevity Achieved supports a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.

Job Description

Job Description

Title : Associate Financial Advisor

Employment type : Full Time

Work Model : In office

Salary Range: $60,000-$65,000 + commissions

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth.

The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

What you’re responsible for:

• Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
• Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
• Complete front-line risk assessment and selection, following underwriting guidelines.
• Complete home, commercial and farm inspections as required.
• Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
• Respond to and investigate client questions and concerns, resolve client complaints, and escalate issues appropriately

What to expect:

• You will travel occasionally.
• You are required to have a valid driver’s license and insurance.
• Strict confidentiality with respect to client’s medical history, financial status, and other personal information.
• Extended work hours, including weekends, may be required during peak periods.
• This role involves direct contact with clients and/or service providers in their environment.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

To be successful:

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
• You build trusting relationships and provide guidance to support the development of peers.

To join our team:

• Successful completion of a post-secondary degree or diploma issued by an accredited college or university.
• Possess or willing to obtain a Life license (LLQP) and a General Insurance license (OTL); with a Mutual Funds license considered an asset.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• A minimum of two (2) years sales experience or related business or marketing experience is preferred.
• Knowledge of insurance products and strong underwriting skills is an asset.

What we offer:

• Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialists.
• Specialized internal training and ongoing development support throughout your career.
• Opportunities to give back to your community
• A competitive compensation package and benefits program

Job Description

Job Description

We at Veres Career Consulting, a specialized recruitment agency, are searching for talented FINANCIAL ADVISORS on behalf of our client, one of Canada's leading wealth management firms.

This opportunity is ideal for professionals looking to take the next step in their careers, either as part of a collaborative team or as independent practice owners.

Ideal Candidate Profile:

• Licensed financial advisor
• With book of min. $20M in Assets Under Management (AUM)
• Entrepreneurial spirit and dedication to client service

Two Career Path Options:

#1: Associate Advisor on an Established Team:

• Join our client's immediate team as an associate
• The compensation package includes:
• Base salary
• Variable compensation based on performance

OR

#2: Independent Practice Owner:

• Start as a stand-alone practice
• Compensation structure:
• Variable compensation based on the book of business you bring over

What You'll Do:

• Provide comprehensive financial advice to clients in the mass affluent market
• Leverage your existing client relationships and grow your book of business
• Develop new business opportunities through networking and referrals
• Create and monitor the implementation of financial plans
• Offer expert guidance on all aspects of client's financial lives

Requirements:

• Current financial advisor license (IIROC or MFDA)
• Proven track record of managing client portfolios
• CFP designation or commitment to pursuing it (our client offers support for professional development)
• Strong interpersonal skills and ability to build lasting client relationships
• LLQP (preferred)

What Our Client Offers:

• Flexibility to choose your career path: team member or independent practice
• Competitive compensation structures tailored to your chosen path, $00K - 250K
• Access to the firm's extensive resources, including:
• Marketing support
• Ongoing training and education
• Technical infrastructure
• Subject matter experts (e.g., tax and insurance specialists)
• Opportunity for significant professional growth and advancement

If you're a licensed financial advisor who is looking for a platform to elevate your career, we want to hear from you. Contact Veres Career Consulting today to discuss how our client can support your professional goals and provide exceptional service to your clients.

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. 

À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font. 

Pour en savoir plus sur la Banque CIBC, visitez le site .

Les RSF et les RSF principaux qui postulent depuis cet emplacement et des autres emplacements de la communauté auront préséance.

Tâches du titulaire

En tant que membre de l’équipe Services bancaires personnels et PME, vous travaillerez dans un centre bancaire dynamique où vous ferez une différence significative dans la vie de nos clients. En tant que spécialiste associé en services financiers, vous acquerrez une compréhension approfondie des besoins de vos clients personnels et de vos petites entreprises clientes pour recommander des solutions personnalisées simples qui les aideront à atteindre leurs objectifs financiers. Vous gérerez, de manière individuelle ou en équipe, un portefeuille de titulaires de prêts hypothécaires dans le but d’approfondir la relation avec les clients. Vous devez pouvoir travailler durant les heures d’ouverture des centres bancaires, y compris les soirs et fins de semaine. Pour favoriser la prestation d’une expérience client exceptionnelle, vous devez pouvoir travailler à différents centres bancaires situés à une distance raisonnable.

Comment réussir

Mobilisation de la clientèle  - Rencontrer les clients pour comprendre leurs priorités personnelles et les priorités de leurs entreprises, les conseiller relativement aux solutions possibles et établir pour eux un plan financier à long terme. Veiller à répondre aux besoins de placements, de finances et de crédit des clients en leur présentant une offre complète de services bancaires de détail ou en leur recommandant officiellement des collègues appropriés de Service Impérial et de Services à la PME.

Établissement de relations  - Participer à des activités de marketing et de prise de contact pour montrer aux clients que leur clientèle et leur collectivité vous tiennent à cœur. Élargir votre réseau, approfondir les relations existantes et travailler en tant qu’une même équipe afin que les clients soient mis en contact avec les bonnes personnes et profitent des bonnes occasions.

Expansion des affaires - Établir des relations en réseautant avec les familles et les amis des clients pour déceler des occasions et diriger les personnes vers les partenaires appropriés. Appeler des clients actuels et potentiels pour déceler des occasions de croissance et de vente Participer à des événements organisés par la collectivité et le centre bancaire, notamment des activités d’expansion des affaires, des programmes de reconnaissance de la clientèle et la Journée de reconnaissance envers les clients pour établir et améliorer la présence de la Banque CIBC et accroître sa part de marché.

Utilisation de la technologie  - Devenir spécialiste des technologies. Faire part de connaissances en présentant aux clients nos applications de services bancaires mobiles pour leur permettre de mieux gérer leurs besoins bancaires.

Vos attributs

Vous accordez la priorité aux clients. Vous communiquez dans le but de trouver les bonnes solutions. Vous dépassez les attentes parce que c’est la bonne chose à faire.

Vous avez une approche axée sur les objectifs. Vous êtes motivé par la réalisation de vos objectifs et vous donnez le meilleur de vous-même pour apporter davantage.

Vous vous souciez des détails. Vous remarquez certaines choses que les autres ne voient pas. Votre esprit critique contribue à éclairer vos prises de décision.

Vous aimez les gens. Vous trouvez un sens dans vos relations avec les autres, et votre entourage comprend un réseau diversifié de partenaires. Vous tissez des liens avec les autres par votre attitude respectueuse et votre authenticité.

Vous adorez apprendre. L’acquisition de connaissances vous passionne. Vous faites preuve d’une grande curiosité.

Vous pouvez attester de deux à trois ans d’expérience dans la prestation de conseils financiers à des clients et dans l’obtention de résultats de vente grâce à des conversations axées sur les conseils.

Vous êtes un professionnel agréé. Vous avez un agrément à jour et en règle en fonds communs de placement (réussite du Cours sur le commerce des valeurs mobilières au Canada ou du cours Fonds d’investissement au Canada). Avoir un Certificat en conseils en services financiers aux particuliers à jour et en règle est un atout.

Les valeurs vous tiennent à cœur. Vous restez vous-même au travail et vous incarnez nos valeurs de confiance, de travail d’équipe et de responsabilisation.

Ce que la Banque CIBC vous offre

À la Banque CIBC, nous faisons de vos objectifs une priorité. Nous commençons par vos forces et vos ambitions en tant qu’employé et nous nous efforçons de créer des occasions vous permettant d’exploiter votre potentiel. Bref, nous aspirons à vous donner une carrière plutôt qu’un chèque de paie.

Notre objectif est de vous reconnaître de façon sincère et personnalisée en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, un programme de prestations-maladie, un régime de retraite à prestations déterminées, un régime d’achat d’actions par les employés et Créateur de moments, notre programme de reconnaissance sociale fondé sur des points

Nos espaces et nos outils technologiques favorisent la rencontre de grands esprits pour créer des solutions novatrices qui apportent davantage à nos clients

Nous créons une culture où vous pouvez exprimer votre ambition dans le cadre d’initiatives comme la journée Raison d’être, une journée de congé payé que vous pouvez utiliser pour investir dans votre croissance et votre perfectionnement

Ce que la Banque CIBC vous offre

À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l’adhésion à un programme d’avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.

Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.

Nous favorisons une culture qui encourage l’expression de vos ambitions au moyen d’initiatives comme la journée Raison d’être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

* Sous réserve des modalités du régime et du programme

Ce que vous devez savoir

La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .

Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.

Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d’autres tests de compétences (comme la simulation, la programmation, la maîtrise du français, MS Office). Notre objectif pour le processus de demande est d’en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l’occasion d’en apprendre davantage sur nous.

Lieu de travail

Yonge and High Tech Banking Centre

Type d’emploi

Permanent

Heures de travail hebdomadaires

37.5

Compétences

Bancaire, Définir des occasions, Fonds d'investissement, Investissements

**Job Overview**
**Please Note:** This opportunity is different from our financial advisor hiring process for an existing opening. It allows you to express interest in an anticipated financial advisor position and seek to become prequalified. This means you can proceed now with completing the interview and assessment steps in our hiring process. When a future financial advisor opening arises, you will be considered among other prequalified candidates who can become registered and licensed and step into a financial advisor role. Please note that completing the prequalification process does not guarantee that you will be selected for a future financial advisor position or receive an offer of employment from Edward Jones.
We are growing our network of financial advisors across Canada. Move your existing practice or begin a new career as a financial advisor with proven support, flexibility and unlimited earning potential.
What can be better than running your own practice: freedom and flexibility to succeed while balancing your personal and professional lives?
Are you self-motivated and driven to develop and cultivate strong relationships that will positively impact your clients' financial future? Do you value autonomy in a performance-based environment with a focus to build your own book of business? Are you an ambitious professional who doesn't want their career to be limited by earning potential or corporate ladders?
As a financial advisor at Edward Jones, you will have the opportunity to tap into your entrepreneurial spirit by building a strong client base through impactful networking and prospecting. Our advisors have the support of certified business coaches and mentors to help you realize your true potential as an active member in the community.
**WHAT WILL YOU DO:**
As an Edward Jones' financial advisor, you will build or expand your own financial services practice in your community. You will rely on your personal drive, to develop a book of business and deliver personalized investment solutions to your clients.
**HOW WILL WE HELP:**
**Firm-Provided Branch and Office Administrator:** Each of Edward Jones' financial advisors has a firm-provided office and a branch office administrator to help manage client services and marketing activities.
**Training and Support:** At Edward Jones we support all our financial advisors with training that helps them succeed throughout their career. For new financial advisors, we dedicate extensive professional resources to help them pass their required licensing exams and provide financial support during the first four years **of practice** .
**COMPENSATION:** At Edward Jones, we provide unlimited earning potential that's a true reflection of your practice's growth and success. Your compensation package will also include opportunities for commissions, bonuses, profit sharing and incentive travel. Take the next step to lead your own professional practice with Edward Jones. Apply today
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation ( Starting Salary Range $38,500 - $100,000
Read More About Job Overview
**Skills/Requirements**
+ Minimum 3 years of Sales, Business Development or Client Acquisition experience.
+ Ambition, self-motivation and commitment to establishing long-term client relationships.
+ Goal-oriented with critical thinking.
+ Prior Financial Advisory or Investment sales experience is a plus.
+ Completion of licensing courses is a plus.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-CAFATA

**We're bullish about your future here.**
Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
**Growing our Positive Impact**
For over 100 years, Edward Jones has built a reputation as a wealth management firm centred around partnership, trust, and community. Our purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better communities and society. Our values prioritize collaboration, transparency, and a unique "reward-share" approach that ensures both client and advisor success.
**A Firm with Momentum and Big Ambitions**
Today, Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we're making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Simply put, we believe our future is bright!
**Opportunity Overview:**
**Your Experience Is Worth More**
Are you an experienced financial advisor looking for the autonomy, support and compensation your experience deserves? Making the move to Edward Jones could redefine your career.
**What's in it for you?**
**A Culture of Trust, Partnership and Support**
Edward Jones has built a culture of camaraderie - advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You'll also be provided with expert advice from top-tier market analysts, specialized support for the complex needs of your high net-worth, cross-border, and small business clients, ongoing training, and a wealth of resources to help you grow your practice.
**More Earnings Potential and Other Rewards**
We believe in a compensation model that values your autonomy, rewards your dedication, and celebrates client-focused results. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues.
**Freedom to Grow Your Business on Your Terms**
At Edward Jones, our unique structure enables you to run your practice in a way that aligns with your values and your growth ambitions. From choosing your Branch Office Administrator to creating a schedule that works for you and your clients, you are in the driver's seat of your practice. No micromanagement, no imposed sales targets, no shareholder pressures, your sole focus is working in the best interest of your clients' goals.
If Edward Jones sounds like the right move for you, apply now.
Read More About Job Overview
**Skills/Requirements**
**Skills/Requirements:**
+ Currently CIRO Securities or CIRO Mutual Fund licensed in a client serving role
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a proven track record of success.
+ Insurance license preferred, will be required if not currently held
+ Preferred additional FSRA professional designations such as CFP (Certified Financial Planner)
In Quebec, our Financial Advisors are known as Investment Advisors.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Description

d'emploi

Tâches du titulaire

En tant que membre de l’équipe Services bancaires personnels et PME, vous bâtirez et ferez croître votre portefeuille de clients en offrant une gestion relationnelle attitrée, du soutien aux services financiers et un service à la clientèle exceptionnel. À titre spécialiste en services financiers, vous mettrez en œuvre l’approche de Service Impérial CIBC en tant que point de contact central pour vos clients, et les aiderez au moyen d’une planification qui répondra à leurs besoins actuels et favorisera l’atteinte de leurs objectifs. Vous tisserez des liens durables et prodiguerez des conseils financiers judicieux grâce auxquels vos clients pourront assurer leur avenir, accéder à la propriété et faire croître leur entreprise. Vous devez pouvoir travailler durant les heures d’ouverture des centres bancaires, y compris les soirs et fins de semaine. Pour favoriser la prestation d’une expérience client exceptionnelle, vous devez pouvoir travailler à différents centres bancaires situés à une distance raisonnable.

Comment réussir

Mobilisation des clients - Donner la priorité à l’expérience de chaque client et établir un rapport personnel afin que chaque interaction soit significative. Vous offrirez des conseils et des solutions sur mesure pour tous les aspects de la planification financière, y compris les services bancaires courants, les placements, les prêts et la planification successorale. Cultiver votre réseau afin d’établir de nouvelles relations avec la clientèle.

Expansion des affaires - Bien comprendre votre marché local et votre clientèle potentielle afin de créer un plan de ventes qui convertira les pistes en nouveaux clients de la Banque CIBC. Utiliser vos solides compétences en établissement de relations et en réseautage pour nouer des relations, créer des occasions d’affaires et obtenir des résultats concrets. Exploiter la vaste gamme de solutions de crédit et de placement de la Banque CIBC pour offrir une approche axée sur les besoins qui se traduira par des clients fidèles et satisfaits, et par des recommandations plus nombreuses.

Engagement communautaire - Faire connaître la marque CIBC dans votre collectivité en participant à des activités locales et en prenant part à des activités de marketing et de prise de contact. Élargir votre réseau afin de créer des liens durables qui apporteront des occasions à l’avenir.

Vos attributs

Vous accordez la priorité aux clients. Vous communiquez dans le but de trouver les bonnes solutions. Vous dépassez les attentes parce que c’est la bonne chose à faire.

Vous aimez les gens. Vous trouvez un sens dans vos relations avec les autres, et votre entourage comprend un réseau diversifié de partenaires. Vous tissez des liens avec les autres par votre attitude respectueuse et votre authenticité.

Vous agissez comme un propriétaire. Vous vous épanouissez quand vous pouvez prendre des initiatives, dépasser les attentes et produire des résultats.

Vous avez une approche axée sur les objectifs. Vous êtes motivé par la réalisation de vos objectifs et vous donnez le meilleur de vous-même pour apporter davantage.

Vous pouvez justifier d’une expérience de un à trois ans dans la prestation de conseils financiers aux clients et l’établissement de relations tout en atteignant les objectifs de rendement.

Vous êtes un professionnel agréé (ACCFM). Vous avez un agrément à jour et en règle et avez réussi le Cours sur le commerce des valeurs mobilières au Canada (CCVM) ou le cours du Fonds d’investissement au Canada (CFIC) et devez répondre aux critères d’admissibilité au permis de l’ACCFM au moment de l’embauche.

Vous êtes un professionnel agréé (Québec). Vous avez un agrément à jour et en règle pour le permis de l’AMF, avez réussi le cours du Fonds d’investissement au Canada (CFIC) ou le Cours sur le commerce des valeurs mobilières au Canada (CCVM) aux fins de l’obtention du permis de l’Autorité des marchés financiers (AMF), et portez le titre de conseiller en retraite (CR). La réussite des cours Placements et fiscalité – Québec (0774) et Aspects juridiques et éthiques de la planification financière (0790) de CSI et de l’ICB est un atout.

Les valeurs vous tiennent à cœur. Vous restez vous-même au travail et vous incarnez nos valeurs de confiance, de travail d’équipe et de responsabilisation.

Ce que la Banque CIBC vous offre

À la Banque CIBC, nous faisons de vos objectifs une priorité. Nous commençons par vos forces et vos ambitions en tant qu’employé et nous nous efforçons de créer des occasions vous permettant d’exploiter votre potentiel. Bref, nous aspirons à vous donner une carrière plutôt qu’un chèque de paie.

Notre objectif est de vous reconnaître de façon sincère et personnalisée en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, un programme de prestations-maladie, un régime de retraite à prestations déterminées, un régime d’achat d’actions par les employés et Créateur de moments, notre programme de reconnaissance sociale fondé sur des points

Nos espaces et nos outils technologiques favorisent la rencontre de grands esprits pour créer des solutions novatrices qui apportent davantage à nos clients

Nous créons une culture où vous pouvez exprimer votre ambition dans le cadre d’initiatives comme la journée Raison d’être, une journée de congé payé que vous pouvez utiliser pour investir dans votre croissance et votre perfectionnement

Ce que vous devez savoir

La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .

Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.

Lieu de travail

Ces renseignements peuvent changer en fonction des besoins de l’entreprise.

Type d’emploi

Permanent

Heures de travail hebdomadaires

37.5

Compétences