Cibc Financial Advisor Imperial Service Montreal

Cibc Financial Advisor Imperial Service Montreal

04 Nov
|
Canadian Imperial Bank of Commerce (Canada)
|
Montreal

04 Nov

Canadian Imperial Bank of Commerce (Canada)

Montreal

Shape meaningful client relationships as a CIBC Financial Advisor using tailored financial advice and exceptional service onsite full time. Banking centre hours may include evenings and weekends.

As part of Personal and Business Banking, you will build and grow a dedicated client portfolio. You will act as one contact through CIBC’s Imperial Service approach, supporting financial planning, investments, lending, and estate planning. Your advice helps clients address current needs and future goals.

Key Responsibilities:
Build and grow a dedicated client portfolio
Provide tailored advice across financial planning areas
Develop local market sales plans and convert leads
Attend community events and marketing outreach activities
Generate relationships, prospects, referrals, and results

Requirements:
One to three years providing financial advice
Experience establishing relationships while achieving performance targets
Current CIRO-MFD accreditation and positive standing
Eligibility for CIRO-MFD licensing
Flexibility for multiple centres and banking hours

Bring client engagement, portfolio management, and financial advising skills to CIBC’s Imperial Service at 6850 RUE JEAN - TALON EST.

📌 Cibc Financial Advisor Imperial Service Montreal
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Montreal

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