Urban Financial Advisor — Personal Planning & Growth

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

Job summary

A prominent financial institution in the United Kingdom seeks a professional eager to enhance client engagement and drive business development. You will leverage your 1-3 years of financial advisory experience and certifications to build relationships and convert leads into loyal clients. Your community involvement will help enhance brand awareness. Enjoy a competitive salary with benefits, including a defined benefit pension plan and opportunities for personal development.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• 1 – 3 years experience in providing financial advice.
• Current accreditation and good standing in CIRO-MFD.
• Eligibility for AMF licensing.

Responsibilities

• Focus on client engagement and personal interactions.
• Develop a sales plan for converting leads.
• Attend local events for community involvement.

Skills

Client engagement

Business development

Community involvement

Relationship building

Goal-oriented

Education

Canadian Securities Course (CSC)

Canadian Investment Funds Course (CIFC)

Investment Funds in Canada Course (IFC)

Job description

A prominent financial institution in the United Kingdom seeks a professional eager to enhance client engagement and drive business development. You will leverage your 1-3 years of financial advisory experience and certifications to build relationships and convert leads into loyal clients. Your community involvement will help enhance brand awareness. Enjoy a competitive salary with benefits, including a defined benefit pension plan and opportunities for personal development.