Client-Centric Financial Advisor Grow Impact

Canadian Imperial Bank of Commerce; England; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading financial institution in the UK is seeking a motivated individual to engage with clients and develop business opportunities. You will provide tailored financial advice, leveraging your experience and knowledge. Ideal candidates have 1-3 years of experience in financial services and relevant certifications such as the Canadian Securities Course. The role offers a competitive salary, incentive pay, and a supportive work environment committed to inclusivity and professional growth.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• 1-3 years of experience in providing financial advice and establishing relationships.
• Current accreditation in CIRO-MFD and good standing in required courses.

Responsibilities

• Engage with clients to provide tailored financial solutions.
• Develop business by understanding local market needs.
• Participate in community events to enhance brand awareness.

Skills

Financial advice

Relationship building

Networking

Sales planning

Education

Canadian Securities Course (CSC)

Investment Funds in Canada Course (IFC)

Canadian Investment Funds Course (CIFC)

Registered Retirement Consultant (RRC)

Job description

A leading financial institution in the UK is seeking a motivated individual to engage with clients and develop business opportunities. You will provide tailored financial advice, leveraging your experience and knowledge. Ideal candidates have 1-3 years of experience in financial services and relevant certifications such as the Canadian Securities Course. The role offers a competitive salary, incentive pay, and a supportive work environment committed to inclusivity and professional growth.