08 Sep
|
CIBC
|
Quebec City
Join CIBC as an Associate Financial Advisor and help clients reach their financial aspirations in St-Lambert-Victoria & Churchill. Your role revolves around offering tailored financial advice and building meaningful client relationships.
This full time position emphasizes a client-first philosophy, requiring you to engage directly with personal and small business clients. You’ll manage a portfolio focused on mortgages while ensuring clients receive the best possible service. Be prepared to work flexible hours across various banking centers.
Key Responsibilities:
• Engage clients to formulate personalized financial plans
• Network to enhance client relationships and opportunities
• Conduct outreach initiatives for business development
• Guide clients in utilizing digital banking tools
• Participate in community events to strengthen client connections
Requirements:
• 2-3 years in financial advisory with proven sales success
• Valid Mutual Funds License or related qualifications
• Excellent interpersonal and analytical skills
• Willingness to adapt working hours
• Strong commitment to organizational values
Make a difference in the lives of clients by providing expert financial guidance at CIBC.
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📌 CIBC Associate Financial Advisor Role (Quebec City)
🏢 CIBC
📍 Quebec City