Deliver tailored financial advice on-site full time at CIBC, using client engagement and portfolio management to support lasting relationships.
As a Financial Advisor on the Imperial Service Team, you will manage a dedicated client portfolio and serve as clients’ single point of contact. You will support financial planning across day-to-day banking, investments, lending, and estate planning. The role focuses on helping clients address today’s needs and tomorrow’s goals.
Key Responsibilities:
- Build and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Develop sales plans for local markets
- Generate opportunities through networking and referrals
- Participate in community events and outreach activities
Requirements:
- Postsecondary degree or diploma and/or four years’ relevant experience
- Current CIRO-ID accreditation in good standing
- Strong client engagement and relationship-building skills
- Current AMF licensing for Quebec-based practice
- CIFC or CSC completion supporting AMF licensing
Use financial advising, investments, lending, and relationship management skills to serve CIBC clients in Belleville-N.Front and Bell Bl.
📌 Financial Advisor Imperial Service (Canada)
🏢 CIBC
📍 Canada