Senior Financial Advisor: Client Growth & Planning

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

Job summary

A leading financial institution in Brossard seeks a Senior Financial Advisor to manage client portfolios and deliver personalized financial plans. The role involves engaging with clients to build relationships and providing investment advice. Candidates should have 1.5 to 3 years of experience in financial advisory roles and relevant certifications. This position offers a competitive compensation and the opportunity for growth in a supportive environment.

Benefits

Competitive compensation

Wellbeing support

Employee assistance programs

Qualifications

• 1.5 – 3 years experience in financial advisory role managing portfolios.
• Current accreditation and good standing in AMF licensing.

Responsibilities

• Manage and grow client portfolio through strong relationship management.
• Deliver personalized financial plans and investment advice.
• Engage with clients to build meaningful connections.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Certification in financial advising (Quebec)

CIFC or CSC completed

Job description

A leading financial institution in Brossard seeks a Senior Financial Advisor to manage client portfolios and deliver personalized financial plans. The role involves engaging with clients to build relationships and providing investment advice. Candidates should have 1.5 to 3 years of experience in financial advisory roles and relevant certifications. This position offers a competitive compensation and the opportunity for growth in a supportive environment.