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 robust 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 hours at multiple banking centres

Make a significant impact in financial advising and enjoy the growth opportunities with CIBC. #J-18808-Ljbffr

📌 Senior Financial Advisor at CIBC (Beloeil)
🏢 CIBC US
📍 Beloeil