Build and grow client portfolios as a CIBC Financial Advisor in Carrefour-Saint-Hubert Banking, using relationship management and financial advice. This is a full-time, on-site position.
As part of Personal and Business Banking, you will serve as a single point of contact through CIBC's Imperial Service approach. You will support clients with financial planning across day-to-day banking, investments, lending, and estate planning. You will also develop relationships and achieve performance targets.
Key Responsibilities:
- Manage and grow a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Convert local market leads into current clients
- Participate in community events and outreach activities
- Work across nearby banking centres as required
Requirements:
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Eligibility for CIRO-MFD licensing
- Flexibility for banking centre evenings and weekends
Bring client service, portfolio management, investments, lending, and business development skills to CIBC's Financial Advisor team.
📌 CIBC Financial Advisor Client Portfolio (Canada)
🏢 CIBC
📍 Canada