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Adequate knowledge of French is required for positions in Quebec.

Additional Information:

Job Location: Canada : Quebec : Boisbriand || Canada : Quebec : Blainville || Canada : Quebec : Deux-Montagnes || Canada : Quebec : Laval || Canada : Quebec : Mirabel || Canada : Quebec : Prévost || Canada : Quebec : Rosemère || Canada : Quebec : Saint-Eustache || Canada : Quebec : Sainte-Thérèse
Application Deadline: 03/08/2024

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.  You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

Is this role right for you? In this role, you will:

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• 3 years of experience in financial planning and investment sales.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation or  Institut québécois de planification financière (IQPF for Quebec residents) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
• You are bilingual, French and English, pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English because they will serve and English-speaking clientele

 What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• Ability to provide an excellent client experience without going to the branch.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Requirements:

Languages: Candidates must have knowledge of the French Language
Education: Candidates need standard educational qualifications such as College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year or equivalent experience
Experience: Candidates should have experience of 5 years or more
Area of specialization: Landscape construction
Equipment and machinery experience: Backhoe, chain saw, pick-up truck, small engine equipment, and tractor
Own tools/equipment: Steel-toed safety boots

Physical Requirements:

• The candidates should be capable of handling heavy loads and be physically demanding
• The candidates should possess manual dexterity and be comfortable with a combination of sitting, standing, and walking
• The candidates should be able to stand for extended periods and be proficient in bending, crouching, and kneeling

Other Requirements:

• The candidates should be client-focused and demonstrate judgment
• The candidates should be team players and exhibit flexibility

Candidate Status:

• Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
• International Candidates who don’t have a valid Canadian work permit also can apply

Responsibilities:

• The candidates should be able to organize, direct, plan, estimate, and manage planting of trees, gardens, and lawns efficiently
• The candidates should be able to read blueprints and drawings accurately for landscape construction work
• The candidates should be able to repair, maintain equipment, requisition materials, and resolve work-related problems effectively

Benefits:

• The candidates will get registered retirement savings plan (RRSP), free parking available, learning/training paid by employer, and team building opportunities

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume, Cover letter) through the below-mentioned details

By email
[email protected]

Overview

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 a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• 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.
• 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

• 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 build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• 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, 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]

• 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 tests (such as simulation, coding, French proficiency, MS Office). 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.

Job Location

Oshawa-1371 Wilson Rd N

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Overview

Observes and reports activities and incidents at an assigned client site, providing for the security and safety of client property and personnel. Makes periodic patrols to check for irregularities and to inspect protection devices and fire control equipment. Preserves order and may act to enforce regulations and directives for the site pertaining to personnel, visitors, and premises. Controls access to client site or facility through the admittance process Patrols assigned site on foot or in vehicle; checks for unsafe conditions, hazards, unlocked doors, security violations, blocked entrances and exits, mechanical problems, and unauthorized persons. Protects evidence or scene of incident in the event of accidents, emergencies, or security investigations. Responds to incidents of fire, medical emergency, bomb threat, flooding, water discharge, elevator emergency, hazardous materials, inclement weather, and other incidents. Prepares logs and reports as required. Specific duties or tasks may vary and be documented separately. The employee might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity.