16 Sep
|
CIBC
|
Quebec City
Join CIBC as a Financial Advisor, focusing on exceptional client relationships and financial services delivery in Sainte Julie, QC. This full-time position emphasizes flexibility and engagement.
In this role, you'll be empowered to manage a diverse client portfolio while delivering the Imperial Service approach. You'll connect with clients to meet their financial needs, including investments and estate planning. Engagement in local marketing efforts will expand your network while contributing to CIBC’s brand awareness and community presence.
Key Responsibilities:
• Engage clients by providing personalized financial solutions
• Develop a robust sales plan to attract new clients
• Participate in outreach activities to enhance community connection
• Utilize CIBC’s diverse products for client satisfaction
• Support various areas of financial planning and banking services
Requirements:
• 1-3 years of relevant financial advising experience
• CIRO-MFD and AMF certifications required
• Proven ability to drive client engagement and satisfaction
• Strong communication and networking skills
• Commitment to CIBC values of trust and teamwork
Leverage your expertise to build meaningful client relationships and thrive in a team-oriented environment at CIBC.
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📌 Financial Advisor Role at CIBC (Quebec City)
🏢 CIBC
📍 Quebec City