Shape financial futures as a Senior Financial Advisor with CIBC in Beloeil. Focus on client relationships and financial planning while delivering tailored services in a full-time capacity.

As part of our esteemed Imperial Service Team, you will cultivate a dedicated client portfolio through proactive engagement and expert advice. This role emphasizes understanding client goals and utilizing CIBC’s advanced resources to craft comprehensive financial strategies. Flexibility to work across various banking centers is essential for maximizing client experiences.

Key Responsibilities:
• Develop and nurture a portfolio of client relationships
• Craft personalized financial plans to meet client goals
• Provide trusted advice on investment and lending solutions




• Attend community events to enhance CIBC's brand
• Engage in regular networking to generate recent client opportunities

Requirements:
• 1.5 - 3 years experience in a financial advisory role
• Certified CIRO-MFD financial professional
• Completion of Canadian Securities and Investment Funds Courses
• Must obtain Personal Financial Planner within 24 months
• Strong commitment to accountability and service excellence

Bring your passion for client service and financial advising to CIBC in Beloeil to make a lasting impact.
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📌 CIBC Financial Advisor Role (Quebec City)
🏢 CIBC
📍 Quebec City