Deliver CIBC's Imperial Service approach through portfolio management, relationship building, and needs-based advice. This is a full-time, on-site position.
As a Senior Financial Advisor, you will serve clients through CIBC's Personal and Business Banking Team. You will take responsibility for a large portfolio, understand financial goals, and build plans with advanced CIBC tools. Business development, networking, credit solutions, and investment solutions help create satisfied clients and increased referrals.
Key Responsibilities:
- Deliver CIBC's Imperial Service approach to clients
- Understand client goals and recommend suitable solutions
- Develop comprehensive sales plans for the local market
- Use credit and investment solutions needs-based
- Grow networks through community marketing and outreach
Requirements:
- Experience in a financial advisory role
- Demonstrated ability to manage and grow portfolios
- Strong relationship-building and networking skills
- AMF licensing and current accreditation for Quebec
- Successful CIFC or CSC completion supporting AMF licensing
Use trusted advice, business development, and community connections to grow client relationships within CIBC's Imperial Service Team.
Imperial Service Financial Advisor in Boucherville employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
