Elevate your career as a Senior Financial Advisor with CIBC in Beloeil, QC. Focus on client engagement, build portfolios, and deliver exceptional financial plans.

As a Senior Financial Advisor in the Personal and Business Banking Team, you will cultivate strong client relationships and expertly use CIBC's Imperial Service to deliver tailored financial advice. This role requires a commitment to understanding client goals while developing and managing a dedicated portfolio. You’ll also actively engage in community outreach to enhance CIBC’s brand presence.

Key Responsibilities:
• Manage a dedicated portfolio of financial clients
• Develop comprehensive financial plans for clients
• Provide trusted investment advice tailored to clients




• Attend local events to strengthen community ties
• Create new client relationships through networking

Requirements:
• 1.5 – 3 years of experience in financial advisory
• Certification in CIRO-MFD and AMF licensing
• Proven relationship-building abilities
• Strong knowledge of investments and financial planning
• Ability to work flexible schedule at multiple banking centres

Make a significant impact in financial advising and enjoy the growth opportunities with CIBC.
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📌 Senior Financial Advisor at CIBC (Quebec City)
🏢 CIBC US
📍 Quebec City