Financial Advisor - Trois-Rivières

Canadian Imperial Bank of Commerce; Quebec; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a passionate Financial Advisor in Quebec. The role involves managing client portfolios and providing expert financial advice. You will engage with clients to understand their financial needs and support them in achieving their goals. Ideal candidates excel in client engagement and possess a strong understanding of financial services, sales, and banking principles. This full-time position involves meaningful, client-focused interaction and offers competitive compensation and a supportive work environment.

Benefits

Competitive compensation

Wellbeing support

Employee assistance programs

Qualifications

• You have strong relationship management skills.
• Ability to build and grow a client portfolio.
• Motivated to achieve and exceed your goals.

Responsibilities

• Build and grow your client portfolio through relationship management.
• Deliver exceptional client service and financial advice.
• Engage in community involvement to enhance brand awareness.

Skills

Banking

Customer Service

Sales

Financial Services

Goal Planning

Residential Mortgages

Education

Current AMF accreditation

Canadian Investment Funds Course (CIFC)

Canadian Securities Course (CSC)

Registered Retirement Consultant (RRC)

Certified Financial Planner Designation (IQPF)

Job description

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

You’ll build and grow your client portfolio through dedicated relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, enabling clients to secure their futures, own their homes, and build their businesses.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You’ll Succeed

• Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships. Cultivate your network to establish new client relationships.
• Business Development - Deeply understand your local market and potential client base to create a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
• Community Involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results.
• You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790). Certified Financial Planners Designation (IQPF) (asset).
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2026-01-19

Job Location

Trois Rivieres-DesForges&Champ

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Business Banking, Client Base, Customer Service, Financial Services, Goal Planning, Personal Investments, Residential Mortgages, Sales