Elevate your career as a Financial Advisor with CIBC in Richelieu. Build client relationships while providing exceptional financial advice and support for their goals today and tomorrow.
Join CIBC's Personal and Business Banking Team, where you'll manage a dedicated client portfolio. As a Financial Advisor, you'll embody CIBC's Imperial Service approach, serving as the point of contact for clients. Flexibility to work at various banking centres is crucial, enabling optimal client experiences and successful engagement.
Key Responsibilities:
• Provide tailored financial planning advice to clients
• Build and manage client portfolios effectively
• Develop and execute a client-centric sales plan
• Attend community events to promote CIBC’s brand
• Foster new client relationships through networking
Requirements:
• 1-3 years of financial advising experience
• Must hold CIRO-MFD accreditation
• Knowledgeable in financial products and services
• Proven ability to achieve performance targets
• Solid relationship-building and customer service skills
Make a meaningful impact in clients' lives through expert financial guidance at CIBC.
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📌 CIBC Financial Advisor in Richelieu (Quebec City)
🏢 CIBC
📍 Quebec City
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