Senior Financial Advisor At Cibc (Beloeil)

Senior Financial Advisor At Cibc (Beloeil)

17 Oct
|
CIBC
|
Beloeil

17 Oct

CIBC

Beloeil

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 clientsDevelop comprehensive financial plans for clientsProvide trusted investment advice tailored to clientsAttend local events to strengthen community tiesCreate new client relationships through networkingRequirements:1.5 – 3 years of experience in financial advisoryCertification in CIRO-MFD and AMF licensingProven relationship-building abilitiesStrong knowledge of investments and financial planningAbility to work flexible schedule at multiple banking centresMake a significant impact in financial advising and enjoy the growth opportunities with CIBC.

📌 Senior Financial Advisor At Cibc (Beloeil)
🏢 CIBC
📍 Beloeil

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