Grow client relationships through portfolio management, financial planning, and community connections as a Senior Financial Advisor. Work on-site in Boucherville. CIBC is seeking a Senior Financial Advisor for its Imperial Service Team. You will proactively engage recent and existing clients, create lasting connections, and help plan for today’s needs and tomorrow’s goals. Client-first service, investment knowledge, and local-market development are central to delivering well-informed choices.

Key Responsibilities
- Proactively engage new and existing clients
- Build financial plans using advanced CIBC tools
- Make client interactions meaningful and personalized
- Generate opportunities and deliver bottom-line results
- Increase CIBC brand awareness in the community

Requirements:
- 1.5 to 3 years in financial advisory experience
- Ability to manage and grow an individual portfolio
- CIRO-MFD eligibility upon hire
- Quebec AMF licensing and RRC certification
- Flexibility to work banking centre hours and locations Apply your client service, investments, and financial advising expertise to meaningful portfolio growth with CIBC in Boucherville.

📌 Portfolio Management Financial Advisor (Boucherville)
🏢 CIBC
📍 Boucherville