On-Site Senior Financial Advisor - Relationship Manager

CIBC; Rouyn-Noranda; On-site; CAD 70,000 - 90,000; Full time

Job summary

A prominent Canadian financial institution is seeking a Senior Financial Advisor in Rouyn-Noranda to manage client portfolios and provide expert financial advice. You will engage with clients to understand their needs and develop strategies for financial security. Responsibilities include cultivating relationships, delivering comprehensive support in banking services, and fostering community connections. The ideal candidate is a certified professional with a strong commitment to client satisfaction and relationship building. The role requires on-site presence and offers a collaborative environment.

Benefits

Competitive salary

Benefits program

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Social recognition program

Qualifications

• Client-focused with strong relationship management skills.
• Passionate about financial planning and advice.
• Proven business development proficiency.

Responsibilities

• Manage and grow client portfolio with dedicated service.
• Deliver comprehensive financial planning support.
• Engage in community outreach to build brand awareness.

Skills

Client Engagement

Business Development

Community Involvement

Banking

Financial Services

Education

MFDA certification

Canadian Securities Course (CSC)

Registered Retirement Consultant (RRC)

Job description

A prominent Canadian financial institution is seeking a Senior Financial Advisor in Rouyn-Noranda to manage client portfolios and provide expert financial advice. You will engage with clients to understand their needs and develop strategies for financial security. Responsibilities include cultivating relationships, delivering comprehensive support in banking services, and fostering community connections. The ideal candidate is a certified professional with a strong commitment to client satisfaction and relationship building. The role requires on-site presence and offers a collaborative environment.