Manage a dedicated client portfolio as a Senior Financial Advisor in Boucherville, delivering financial plans and trusted investment advice. Work full-time in office. As part of CIBC’s Personal and Business Banking Team, you will manage and grow a large portfolio within the Imperial Service Team. You will understand client goals, use advanced CIBC tools, and provide personalized advice. Relationship management, client service, and business development support lasting connections and referrals.
Key Responsibilities
- Manage and grow a dedicated client portfolio
- Create comprehensive, personalized financial plans
- Deliver trusted investment advice and exceptional client service
- Convert local market leads into new clients
- Participate in community events and outreach activities
Requirements:
- 1.5 to 3 years managing and growing a client portfolio
- Current CIRO-MFD accreditation and good standing
- CSC, CIFC, or IFC accreditation and eligibility
- Personal Financial Planner designation within 24 months
- Flexibility for evenings, weekends, and multiple banking centres Bring portfolio management, financial advising, and relationship-building expertise to CIBC’s Imperial Service Team in Boucherville.