Elevate your financial advisory career with CIBC as a Senior Financial Advisor based in Beloeil. Engage clients, develop financial plans, and deliver exceptional service to grow your portfolio.

As a key member of the Personal and Business Banking Team, you will manage and expand a dedicated client base. This full-time role focuses on relationship management, aligning clients' needs with CIBC's award-winning Imperial Service approach. You will proactively connect with new and existing clients, crafting tailored financial solutions and leveraging advanced tools to facilitate informed decisions.

Key Responsibilities:
• Manage and expand a dedicated client portfolio
• Create comprehensive financial plans for clients
• Deliver personalized advisory services in office




• Engage new clients through networking and community activities
• Leverage CIBC investment solutions for client satisfaction

Requirements:
• 1.5 - 3 years of financial advisory experience
• CIRO-MFD accreditation in good standing
• Knowledge of Canadian Securities and Investment Funds Courses
• Personal Financial Planner designation within 24 months
• Commitment to values of trust and teamwork

Empower your clients with tailored advice and elevate their financial future at CIBC in Beloeil.
#J-18808-Ljbffr

📌 Senior Financial Advisor at CIBC (Quebec City)
🏢 CIBC
📍 Quebec City