Senior Financial Advisor - Client Growth & Planning

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

Job summary

A leading financial institution is seeking a Senior Financial Advisor to manage and grow a client portfolio, providing exceptional financial advice and support. The ideal candidate will engage with clients and participate in community activities to enhance brand awareness. Candidates should have MFDA accreditation, experience in financial planning, and strong networking skills. This is an on-site position in Quebec.

Benefits

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• Certified professional with current MFDA and CSC accreditation.
• Experience in client engagement and relationship building.
• Knowledge of CIBC's financial solutions.

Responsibilities

• Manage and grow client portfolio with dedicated relationship management.
• Deliver comprehensive financial advice to clients.
• Engage with clients to build lasting connections.

Skills

Client Engagement

Business Development

Community Involvement

Relationship Building

Financial Planning

Networking

Education

MFDA accreditation

The Canadian Securities Course (CSC)

Personal Financial Planner (PFP)

AMF licensing

Registered Retirement Consultant (RRC)

Job description

A leading financial institution is seeking a Senior Financial Advisor to manage and grow a client portfolio, providing exceptional financial advice and support. The ideal candidate will engage with clients and participate in community activities to enhance brand awareness. Candidates should have MFDA accreditation, experience in financial planning, and strong networking skills. This is an on-site position in Quebec.