Senior Financial Advisor - Boucherville

CIBC; Boucherville; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

competitive salary

incentive pay

banking benefits

benefits program

defined benefit pension

employee stock purchase plan

vacation offering

wellbeing support

MomentMakers program

Purpose Day paid day off

Job summary

At CIBC in Boucherville, a Senior Financial Advisor in the Imperial Service Team will manage a large client portfolio, build personalized financial plans, and deliver trusted advice. You’ll collaborate with clients to reach today’s needs and tomorrow’s goals with advanced planning tools and a client‑first approach.

On-site, you’ll serve clients across banking centres with flexible hours, own relationship growth, and contribute to community revenue while pursuing professional licensing and

Qualifications

• 1.5–3 years of experience in financial advisory managing and growing own client portfolio.
• Certified professional (CIRO-MFD) with current accreditation and good standing in CSC/CIFC/IFC; CIRO-MFD licensing eligibility upon hire.
• PFP within 24 months of hire; AMF licensing with CIFC/CSC or RRC; CSI/ICB courses for Quebec; strong knowledge of Canadian investments.

Responsibilities

• Manage and grow a dedicated client portfolio with relationship management and comprehensive financial plans.
• Deliver trusted investment advice and tailor financial plans using advanced CIBC tools.
• Proactively engage new and existing clients, build lasting connections, and convert opportunities into relationships.
• Work on-site at banking centres within reasonable travel; flexible hours including evenings/weekends.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

CIRO-MFD licensing

CSC/CIFC/IFC licensing

PFP within 24 months of hire

AMF licensing

CSI/ICB Investment and Taxation Fundamentals Course (Quebec)

CSI/ICB Legal & Ethical Aspects of Financial Planning Course (Quebec)

RRC (Registered Retirement Consultant)

Job description

What you’ll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio, and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 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 create personalized financial plans to enhance existing relationships.
• Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create 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 connect with others through respect and authenticity. You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients. You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC), and must meet eligibility requirements for CIRO-MFD licensing upon hire. Personal Financial Planner (PFP) within 24 months of hire. 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).

You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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 aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including:

• competitive salary
• incentive pay
• banking benefits
• a benefits program*
• defined benefit pension plan*
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points‑based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

*Subject to plan and 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.

Job Location

Boucherville

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

About CIBC

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities – a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.