Client-Focused Associate Financial Advisor (Quebec City)

Client-Focused Associate Financial Advisor (Quebec City)

05 Sep
|
CIBC
|
Quebec City

05 Sep

CIBC

Quebec City

Become an integral part of CIBC as a dedicated Associate Financial Advisor in St-Lambert-Victoria & Churchill. You will empower clients with personalized financial solutions that drive their success.

In this full-time role, you’ll blend client engagement with relationship building, serving personal and small business clients. You will develop a deep understanding of their needs while managing mortgage portfolios. Flexibility is key, as you may work across multiple banking centers to deliver exceptional service and support.

Key Responsibilities:
• Meet clients to analyze their financial needs
• Build strong relationships through outreach and networking
• Identify growth opportunities with existing and potential clients




• Leverage technology to enhance client banking experiences
• Foster marketing initiatives to elevate CIBC's presence

Requirements:
• 2-3 years experience in financial advisory roles
• Mutual Funds License or equivalent certification
• Strong communication and relationship-building skills
• Ability to adapt to adaptable banking hours
• Commitment to trust, teamwork, and accountability

Utilize your financial advising skills to positively shape client experiences and outcomes with CIBC.
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📌 Client-Focused Associate Financial Advisor (Quebec City)
🏢 CIBC
📍 Quebec City

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