CIBC Associate Financial Advisor Role (Quebec City)

CIBC Associate Financial Advisor Role (Quebec City)

08 Sep
|
CIBC
|
Quebec City

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.
#J-18808-Ljbffr

📌 CIBC Associate Financial Advisor Role (Quebec City)
🏢 CIBC
📍 Quebec City

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: cibc associate financial advisor role (quebec city) / quebec city

Subscribe to this job alert:

Get the latest job offers by email for: cibc associate financial advisor role (quebec city) / quebec city