Associate Financial Advisor - Longueuil

CIBC; Longueuil; On-site; CAD 50,000 - 70,000; Full time

Job summary

Join a leading bank as an Associate Financial Advisor in Longueuil, where you will make a meaningful impact on clients' financial goals. This role requires building relationships, providing tailored financial advice, and engaging with the community. CIBC offers a supportive environment with competitive salary and benefits.

Benefits

Competitive salary

Incentives

Benefits

Pension plan

Employee share purchase plan

Recognition programs

Collaborative environment

Innovative tools

Purpose Day

Qualifications

• 2-3 years of experience providing financial advice.
• Current accreditation in Mutual Funds License required.

Responsibilities

• Understand client needs and recommend personalized solutions.
• Engage in marketing and outreach to build relationships.
• Network with clients and participate in community events.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Canadian Securities Course

Job description

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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll understand your clients’ needs and recommend personalized solutions to help them achieve their financial goals. You’ll manage a portfolio of mortgage clients, focusing on deepening client relationships.

You should be flexible to work banking centre hours, including evenings and weekends, and at multiple centres within a reasonable travel distance. The role requires full-time on-site work.

How You’ll Succeed

• Client engagement : Understand client priorities, advise on solutions, and provide financial plans. Connect clients to appropriate banking services or colleagues.
• Relationship building : Engage in marketing and outreach to value clients and communities. Grow your network and deepen relationships.
• Business development : Network with clients’ families and friends, and participate in community events to increase market share.
• Leveraging technology : Introduce clients to mobile banking applications to enhance their banking experience.

Who You Are

• You prioritize clients, engage purposefully, and go the extra mile.
• You are goal-oriented and motivated to achieve results.
• You pay attention to details and use critical thinking in decision-making.
• You are passionate about people, relationships, and diversity.
• You love to learn and are curious.
• You have 2–3 years of experience providing financial advice and achieving sales through advice-based conversations.
• You hold current accreditation in Mutual Funds License (Canadian Securities Course or equivalent) and meet CIRO-MFD licensing requirements; CFSA accreditation is a plus.
• You value trust, teamwork, and accountability, and bring your authentic self to work.

What CIBC Offers

We recognize your strengths and ambitions with competitive salary, incentives, benefits, pension plan, employee share purchase plan, and recognition programs. We provide a collaborative environment with innovative tools, and support your growth through initiatives like Purpose Day, a paid day for your development.

What You Need To Know

• We are committed to inclusivity and accessibility. Contact [emailprotected] for accommodations.
• You must be legally eligible to work at the specified location(s) and have valid permits if applicable.
• You may be asked to complete assessments and skills tests to learn more about you and to help us evaluate your fit.

Type : Regular, Full-time

Skills

Client Service, Customer Experience, Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

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