Guide clients toward informed financial choices as a Senior Financial Advisor in Boucherville, with portfolio management and investment advice expertise. This is a full-time, in office position.
As part of CIBC’s Imperial Service Team, you’ll manage and grow a dedicated client portfolio. You’ll build comprehensive financial plans, provide trusted investment advice, and use advanced CIBC tools to understand client goals. You’ll support personalized solutions across credit and investments.
Key Responsibilities: Manage and grow a large dedicated client portfolio
Create personalized financial plans using CIBC tools
Deliver trusted investment advice and client service
Develop sales plans for the local market
Participate in community events and outreach activities
Requirements: 1.5 to 3 years managing a financial advisory portfolio
Current CIRO-MFD accreditation and good standing
AMF licensing and Quebec certification requirements
Registered Retirement Consultant designation
Flexibility for evenings, weekends, and multiple banking centres
Bring financial advising, investment knowledge, and relationship management skills to CIBC’s Imperial Service Team in Boucherville.

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📌 Senior Financial Advisor Boucherville (Quebec City)
🏢 CIBC
📍 Quebec City