25 meilleures offres (financial advisor, kanata, on) (à pourvoir)

Associate Financial Advisor
CIBC —Smiths Falls, ON
- Temps plein
- Finance
- Développement commercial
- Services financiers
il y a 9 jours
CA Financial Advisor
Edward Jones —Ottawa, ON
- De 38 500 $ à 100 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Esprit d'analyse
- Régimes de participation aux bénéfices
Banking Advisor
National Bank of Canada —Stittsville, ON
- Temps partiel
- Anglais
- Compétences en informatique
- Programmes de Bien-être
- Programme d'Aide aux Employés
Junior Financial Advisor
McAuley Financial Services —Kanata, ON
- De 40 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Word
- Logiciels de GRC/CRM
- Microsoft Outlook
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 4 jours
Conseiller bancaire
National Bank of Canada —Orleans, ON
- De 49 000 $ à 60 700 $ par an
- Temps plein
- Service à la clientèle
- Anglais
- Services financiers
- Programmes de Bien-être
Banking Advisor
Royal Bank of Canada —Ottawa, ON
- Temps plein
- Vente
- Compétences en informatique
- Services financiers
Financial Advisor CIRO-ID (Urban)
CIBC —Kanata, ON
- Temps plein
- Vente
- Développement commercial
- Services financiers
Financial Planner Relationship Intern
Royal Bank of Canada —Gatineau, QC
- Temps plein
- Développement commercial
Conseiller(ère) financier(ère) – Débutant(e) accepté(e) | Travail autonome (temps partiel ou plein)
RISE —Gatineau, QC
- De 3 000 $ à 5 000 $ par mois
- Temps partiel
- Travail hybride
- Pas d'expérience requise
- Recherche
- Comptabilité
Postuler rapidement
Conseiller(ère) financier(ère) – Débutant(e) accepté(e) | Travail autonome (temps partiel ou plein)
Serrvice financier RISE —Gatineau, QC
- De 2 000 $ à 6 000 $ par mois
- Temps partiel
- Travail hybride
- Pas d'expérience requise
- Recherche
- Comptabilité
Postuler rapidement
Conseiller ou conseillère, Gestion de patrimoine
Desjardins —Gatineau, QC
- Temps plein
- Travail hybride
- Service à la clientèle
- Baccalauréat
- Services financiers
il y a 3 jours
Wealth Management Specialist
Leading Advisor Inc. —Ottawa, ON
- De 70 000 $ à 100 000 $ par an
- Temps plein
- Microsoft Outlook
- Développement commercial
- Services financiers
Postuler rapidement
Expert Banking Advisor
Royal Bank of Canada —Gatineau, QC
- Temps plein
- Vente
- Anglais
- Finance
Conseiller(ère) en sécurité financière
iA Groupe financier / iA Financial Group —Gatineau, QC
- Temps plein
- Services financiers
- En présentiel
- Marketing
- Assurance Invalidité
- Heures d'arrivée et de départ flexibles
Postuler rapidement
Financial Services Representative - Full Time
Meridian Credit Union —Ottawa, ON
- De 47 775 $ à 62 200 $ par an
- Fins de semaine au besoin
- Vente
- Développement commercial
- Esprit d'analyse
- Bourses d'Études
- Congés payés
Associate
Royal Bank of Canada —Ottawa, ON
- Temps plein
- Anglais
- Compétences en informatique
- Services financiers
il y a 2 jours
Wealth Management Advisor
Desjardins —Gatineau, QC
- Temps plein
- Travail hybride
- Vente
- Baccalauréat
- Services financiers
il y a 3 jours
Financial Advisor CIRO-MFD
CIBC —Ottawa, ON
- Temps plein
- Vente
- Développement commercial
- Services financiers
il y a 1 jour
Financial Planner II (CIRO-ID)
CIBC —Ottawa, ON
- Temps plein
- Vente
- Développement commercial
- Marketing
il y a 8 jours
Associate Advisor
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- De 60 000 $ à 80 000 $ par an
- Temps plein
- Travail hybride
- Logiciels de GRC/CRM
- Analyse de données
- Recherche
Postuler rapidement
Financial Advisor
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- De 40 000 $ à 100 000 $ par an
- Vente
- Services financiers
Postuler rapidement
Sr. Financial Advisor CIRO-MFD (Urban)
CIBC —Ottawa, ON
- Temps plein
- Vente
- Développement commercial
- Marketing
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Carleton Place, ON
- Temps plein
- Salesforce
- Anglais
- Développement commercial
- Régimes de participation aux bénéfices
Financial Advisor (Bilingual)
Desjardins Financial Security Independent Network - Ottawa #118 —Ottawa, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Anglais
- Développement commercial
Postuler rapidement
Financial Planner
BMO Financial Group —Ottawa, ON
- De 45 500 $ à 84 500 $ par an
- Temps plein
- Développement commercial
- Esprit d'analyse
- Services financiers
- Bourses d'Études
- Assurance Vie

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (kanata, on)

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Associate Financial Advisor

CIBC
Smiths Falls, ON

Postuler dès maintenant

Détails du poste

Temps plein
Il y a 9 jours

Compétences

Investissement
Prospection commerciale
Développement des relations avec la clientèle
Expérience en conseil financier
Applications mobiles
Développement des relations avec la clientèle
Finance
Développement commercial
Prise de décisions
Orientation vers les ventes
Services financiers
Appels sortants
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 work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

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. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
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.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
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 connect with others through respect and authenticity.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

Subject to 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.

Expected End Date

2027-06-01

Postuler dès maintenant

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (kanata, on)

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