Join CIBC as a Senior Financial Advisor in Beloeil, where you’ll manage client relationships and deliver impactful financial solutions. Provide exceptional service while positively influencing financial journeys.

In this full time role with the Personal and Business Banking Team, you will act as a trusted advisor for your client portfolio. This position emphasizes personal engagement and proactive management of client financial plans using CIBC's industry-leading service model. Your success depends on building strong relationships and recognizing market opportunities.

Key Responsibilities:
• Manage and grow a portfolio of clients effectively
• Craft tailored financial solutions based on client needs
• Deliver personal advisory services at designated banking centers




• Connect with the community during outreach events
• Utilize CIBC's resources to foster client satisfaction

Requirements:
• 1.5 - 3 years experience in financial advisory
• CIRO-MFD professional accreditation in good standing
• Solid background in Canadian Securities and Investment Funds
• Requirement to obtain Personal Financial Planner within 24 months
• Alignment with CIBC's values of trust and teamwork

Drive client satisfaction and financial success as a Senior Financial Advisor at CIBC in Beloeil.
#J-18808-Ljbffr

📌 Financial Advisor - Banking Centre at CIBC (Quebec City)
🏢 CIBC
📍 Quebec City