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 solid 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 (Winnipeg)
🏢 CIBC
📍 Winnipeg