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, on-site 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.

📌 Senior Financial Advisor Boucherville
🏢 CIBC
📍 Boucherville