Deliver personalized financial advice at CIBC’s Saint-Hubert banking centre, using relationship management and financial planning skills on-site full time. Support clients’ goals through trusted guidance.
As a Financial Advisor on CIBC’s Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio. You’ll serve as a single point of contact through Imperial Service, supporting day-to-day banking, investments, lending, and estate planning. You’ll also develop relationships, pursue new opportunities, and contribute to community outreach.
Key Responsibilities:
- Build and manage a dedicated client portfolio
- Provide tailored financial planning advice and solutions
- Create sales plans that convert leads into clients
- Attend local events and marketing activities
- Work flexible banking centre hours and locations
Requirements:
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Current AMF licensing and Quebec qualifications
- Flexibility for evenings, weekends, and multiple centres
Bring financial advising, investments, lending, and relationship-building expertise to CIBC clients at Carrefour-Saint-Hubert Banking.