Emplois “CIBC financial planning tools” au Canada – Page 14

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• 29j

  Client Associate (IR licensing) Mandarin speaking

  Vancouver, BC

  Temps plein

  CW

  CIBC World Markets Inc (Canada)

  Candidates need to be fully bilingual in Mandarin and English, hold current IR accreditation with CIRO-ID in good standing, and have financial services or brokerage experience with working knowledge of quotation equipment.

  Quotation equipment

  1 mois

  Administrative Assistant

  Sidney, BC

  Temps plein

  CW

  CIBC World Markets Inc (Canada)

  1+ ansCandidates need a diploma in business administration, accounting, finance or a similar field, or at least one year of administrative experience, ideally in finance. They should hold or be willing to complete the Canadian Securities Course, Conduct & Practice Handbook or CIRE within 12 months of hire.

  Administrative support, Regulatory compliance, Relationship building, Organizational skills, Financial products, CSC

  1 mois

  Administrative Assistant

  Toronto, ON

  Temps plein

  CW

  CIBC World Markets Inc (Canada)

  1+ ansCandidates need a diploma in business administration, accounting, finance or a similar field, and at least one year of administrative experience, preferably in finance. Completion of the Canadian Securities Course or Conduct & Practice Handbook, or willingness to complete the CIRE after hire, is also expected.

  Administrative support, Regulatory compliance, Sales, Financial products, Relationship building, Organizational skills

  1 mois

  Executive Assistant to SVP/MD - Capital Markets

  Toronto, ON

  Temps plein

  CW

  CIBC World Markets Inc (Canada)

  5+ ansCIBC World Markets Inc needs at least 5 years of administrative or executive support experience in a large corporate or financial environment. Candidates need strong organization, discretion, Microsoft Office skills and polished communication; post-secondary education is preferred.

  Excel, Word, PowerPoint, Outlook, Visio, Workday

• 29j

  Financial Planning Consultant

  Ontario

  Temps plein

  CI

  CIBC Investor Services Inc

  4+ ansCandidates need a postsecondary degree or diploma and about 4 years of relevant experience, plus CIRO registration and CFP designation (or IQPF in Quebec). Strong investment knowledge and experience with high net worth clients are required.

  CIBC financial planning tools

  29j

  Financial Planning Consultant (Toronto/ GTA)

  Toronto, ON

  Temps plein

  CI

  CIBC Investor Services Inc

  4+ ansCandidates need a postsecondary degree or diploma and/or 4 years of relevant experience, plus CIRO registration and CFP designation. Strong investment knowledge and 7 to 10 years of advisory experience with high net worth clients are expected.

  CIBC financial planning tools

• 29j

  Mobile Mortgage Advisor (Kitchener/Waterloo) 100% Commission

  Kitchener, ON

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  Candidates need banking or mortgage experience, strong relationship-building and networking skills, and a driven, client-first approach. The posting also mentions possible skills testing, French proficiency and work eligibility.

  Financial planning, Sales, Relationship building, Customer experience, Problem solving, Documentation

  29j

  Relationship Manager, Business Banking

  Edmonton, AB

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  2+ ansCandidates need 2+ years of business or commercial banking experience, with knowledge of credit, cash management and business cash flow analysis. A business, finance, accounting or related undergraduate degree or diploma and an established local business network are also needed.

  Sales, Cash handling, Client relationship management, Financial products, Business knowledge, Financial analysis

  29j

  Financial Services Representative - Montreal

  Montréal, QC

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada), and one year of client-facing sales experience is required. Prior banking experience is an asset, and candidates must be legally eligible to work in Canada.

  mobile banking applications

  29j

  Client Associate (IR licensed) Wood Gundy

  Thunder Bay, ON

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  Candidates need current Investment Representative accreditation with CIRO-ID and good standing. They also need financial services or brokerage experience and working knowledge of quotation systems.

  Administrative support, Regulatory compliance, Sales, Financial products, Relationship building, Organizational skills

  1 mois

  Financial Advisor CIRO-ID (Urban)

  Belleville, ON

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  4+ ansCandidates need current CIRO-ID investment dealer accreditation in good standing, plus a postsecondary degree or diploma or four years of relevant experience. Quebec roles also require AMF licensing and related courses.

  CIRO, Client relationship management, Financial planning, Sales, Draw up marketing and sales plan, Relationship building

  1 mois

  Financial Advisor-CIRO-MFD/AMF (Relocation Assistance Available)

  Nelson, BC

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need 1 to 3 years of experience giving financial advice and building client relationships. They must hold current CIRO-MFD licensing and CSC, CIFC or IFC accreditation, and for Quebec roles AMF licensing and Registered Retirement Consultant (RRC) designation.

  CIRO, Client relationship management, Financial planning, Sales, Relationship building, CSC

  1 mois

  Financial Services Representative II

  Prince George, BC +7

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need a current Mutual Funds licence (Canadian Securities Course or Investment Funds in Canada) and at least one year of client-facing sales results. Prior banking experience is an asset.

  Mobile banking applications

  1 mois

  Financial Services Representative II

  Kamloops, BC +2

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and one year of experience working with clients and achieving sales results. Prior banking experience is an asset.

  mobile banking applications

  1 mois

  Financial Services Representative II

  Kelowna, BC +1

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and one year of client-facing sales results, with banking experience as an asset. They must be legally eligible to work in Canada and flexible for banking centre hours, including evenings, weekends and nearby centres.

  Mobile banking applications

  1 mois

  Financial Services Representative II

  Penticton, BC +5

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need a current Mutual Funds licence (Canadian Securities Course or Investment Funds in Canada) and one year of experience working with clients and achieving sales results. Prior banking experience is an asset.

  Mobile banking applications

  1 mois

  Financial Services Representative II

  Castlegar, BC +7

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need a current Mutual Funds licence (Canadian Securities Course or Investment Funds in Canada) and one year of client-facing sales experience. Prior banking experience is an asset.

  mobile banking applications

  1 mois

  Financial Services Representative II

  British Columbia

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and one year of experience working with clients and achieving sales results. Prior banking experience is an asset.

  Mobile banking applications

  1 mois

  Financial Services Representative II

  Golden, BC

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need a current Mutual Funds License such as the Canadian Securities Course or Investment Funds in Canada. They also need one year of experience working with clients and achieving sales results.

  mobile banking applications

  1 mois

  Mobile Mortgage Advisor (Richmond Hill/Aurora/Newmarket/Markham/Scarborough, ON) - 100% Commission

  Toronto, ON +1

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  Candidates need mortgage and banking experience, strong relationship-building and networking skills, and a goal-driven, owner-minded approach. The posting says candidates may face an attribute-based assessment and skills tests.

  Financial planning, Sales, Relationship building, Customer experience, Problem solving, Documentation

• 1 mois

  Bilingual Project Controls Officer (FR/ENG)

  Montréal, QC

  63k–79k $/anTemps plein

  

  BGIS

  2+ ansCandidates need a college diploma, two to three years in a program management office or similar role, and strong written and verbal communication in English and French. MS Project, advanced Excel and PMP or PMA certification are assets.

  MS Project, EPM, Excel, Word

• 1 mois

  Manager, Investment Operations (Public Markets)

  Toronto, ON

  HybrideTemps plein

  

  CAAT Pension Plan: CAAT Pension Plan provides workplaces with lifetime retirement income plans for employees.

  6+ ansCandidates need six to eight years of progressive investment accounting or operations experience, a university degree in accounting, finance or business, and direct people-management experience. A CPA, CFA or CAIA is strongly preferred.

  CIBC Mellon custodian systems

• 1 mois

  Senior Financial Advisor MFDA

  Vancouver, BC

  Temps plein

  

  CIBC

  2+ ansCandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio. They must hold MFDA and CSC/CIFC accreditation, and Quebec candidates need AMF licensing and RRC.

  CIBC financial planning tools

  1 mois

  Snr. Financial Advisor/Snr. Financial Services Specialist (IIROC)

  Toronto, ON

  Temps plein

  

  CIBC

  2+ ansCandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio, plus current IIROC licensing with required courses. They must be flexible with evening and weekend hours and willing to work at several banking centres.

  CIBC financial planning tools

6 entreprises