Senior Financial Advisor: Client Growth & Planning

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

Job summary

A leading banking institution in Boucherville is seeking a Senior Financial Advisor to manage and grow a client portfolio through comprehensive financial planning and exceptional client service. The ideal candidate has 1.5 to 3 years of experience in a financial advisory role, strong relationship-building skills, and is committed to client satisfaction. This position offers a flexible work environment and competitive compensation.

Benefits

Competitive compensation

Wellbeing support

Employee assistance programs

Social recognition program

Qualifications

• 1.5 – 3 years experience in financial advisory role managing a portfolio of clients.
• Current accreditation and good standing in AMF licensing.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Deliver on CIBC's Imperial Service approach.
• Engage with both new and existing clients to understand their goals.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Certification in AMF licensing

CIFC or CSC completion

Job description

A leading banking institution in Boucherville is seeking a Senior Financial Advisor to manage and grow a client portfolio through comprehensive financial planning and exceptional client service. The ideal candidate has 1.5 to 3 years of experience in a financial advisory role, strong relationship-building skills, and is committed to client satisfaction. This position offers a flexible work environment and competitive compensation.