Senior Financial Advisor: Client Growth & Planning

Canadian Imperial Bank of Commerce; Beloeil; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading banking institution in Quebec is searching for a Senior Financial Advisor. In this role, you will manage a dedicated client portfolio, providing expert financial advice and creating comprehensive plans. You'll engage with clients to build relationships and meet their financial goals. A strong background in financial advising and AMF licensing is required for success in this position. Flexibility in work hours and locations is essential, with opportunities for professional growth and recognition.

Benefits

Competitive compensation

Banking benefit

Wellbeing support

Employee assistance programs

Qualifications

• 1.5 – 3 years experience in financial advisory role managing a client portfolio.
• Current accreditation with AMF licensing.
• Completion of relevant financial planning courses is an asset.

Responsibilities

• Manage and grow a client portfolio with key relationship management.
• Deliver trusted investment advice and personalized financial plans.
• Create lasting connections and cultivate your network.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

AMF licensed

Successful completion of CIFC or CSC

Job description

A leading banking institution in Quebec is searching for a Senior Financial Advisor. In this role, you will manage a dedicated client portfolio, providing expert financial advice and creating comprehensive plans. You'll engage with clients to build relationships and meet their financial goals. A strong background in financial advising and AMF licensing is required for success in this position. Flexibility in work hours and locations is essential, with opportunities for professional growth and recognition.