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