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 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. #J-18808-Ljbffr

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