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 qualified 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.
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📌 Financial Advisor - Banking Centre at CIBC (Beloeil)
🏢 CIBC
📍 Beloeil