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 on-site • Engage current 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 valuable 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 (Winnipeg)
🏢 CIBC
📍 Winnipeg