Deliver CIBC’s Imperial Service approach through portfolio management, relationship building, and needs-based advice. This is a full time, on-site position.

As a Senior Financial Advisor, you will serve clients through CIBC’s Personal and Business Banking Team. You will take responsibility for a large portfolio, understand financial goals, and build plans with advanced CIBC tools. Business development, networking, credit solutions, and investment solutions help create satisfied clients and increased referrals.

Key Responsibilities:

- Deliver CIBC’s Imperial Service approach to clients
- Understand client goals and recommend suitable solutions
- Develop comprehensive sales plans for the local market
- Use credit and investment solutions needs-based
- Grow networks through community marketing and outreach

Requirements:

- Experience in a financial advisory role
- Demonstrated ability to manage and grow portfolios
- Strong relationship-building and networking skills
- AMF licensing and current accreditation for Quebec
- Successful CIFC or CSC completion supporting AMF licensing

Use trusted advice, business development, and community connections to grow client relationships within CIBC’s Imperial Service Team.

📌 Imperial Service Financial Advisor (Boucherville)
🏢 CIBC
📍 Boucherville