Deliver tailored financial advice in office 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 valuable standing
Robust 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 Belleville (Canada)
🏢 CIBC
📍 Canada