Senior Financial Advisor - Québec

CIBC; Quebec; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank in Québec seeks a Senior Financial Advisor to manage client relationships and provide comprehensive financial services. The role emphasizes client engagement, personalized advice, and community involvement. Candidates should have MFDA accreditation, CSC, and be results-driven. This position offers a competitive salary, benefits, and opportunities for personal development.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Paid vacation

Wellbeing support

Qualifications

• Strong client relationship management and advice.
• Ability to develop a comprehensive sales plan.
• Willingness to participate in community outreach.

Responsibilities

• Manage and grow client portfolio with relationship management.
• Provide comprehensive financial advice and support.
• Engage in local events to increase brand awareness.

Skills

Client Engagement

Business Development

Community Involvement

Trust and Authenticity

Results-driven

Education

MFDA

The Canadian Securities Course (CSC)

Personal Financial Planner (PFP)

AMF Licensing

Job description

Overview

Join to apply for the Senior Financial Advisor - Québec role at CIBC.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. To learn more about CIBC, please visit CIBC.com.

What You'll Be Doing

As a member of the Personal and Business Banking Team, you’ll manage and grow your client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll 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 and provide comprehensive financial advice to help them secure their futures, own their homes, and build their businesses.

Note: On-site full-time work is expected.

How You\'ll Succeed

• Client Engagement - Focus on each client experience, deliver trusted investment advice, and provide comprehensive financial planning support to enhance relationships. Cultivate your network to establish new client relationships.
• Business Development - Understand your local market and potential client base, create a sales plan that converts leads into new CIBC clients. Build connections, generate opportunities, and deliver results using a needs-based approach with CIBC solutions.
• Community Involvement - Increase CIBC brand awareness by attending local events and participating in outreach activities to create lasting connections and future opportunities.

Who You Are

• You put clients first, engage with purpose, and seek the right solutions.
• You’re passionate about people, value diverse networks, and build trust through respect and authenticity.
• You act like an owner, thrive when empowered to lead, and deliver results.
• You’re driven to succeed and motivated to achieve goals.
• Credentials: MFDA; current accreditation in The Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC) and eligibility for MFDA licensing; Personal Financial Planner (PFP).
• Quebec credentials: AMF licensing, completion of CIFC or CSC, and Registered Retirement Consultant (RRC). It’s an asset if CSI / ICB Investment and Taxation Fundamentals Course (Quebec 0774) and CSI / ICB Legal & Ethical Aspects of Financial Planning Course (0790) are completed.
• Values matter — bring your real self and live our values: trust, teamwork, accountability.

What CIBC Offers

• Competitive salary with incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, paid vacation, wellbeing support, and MomentMakers recognition program.
• Technology and spaces that enable collaboration to create innovative solutions for clients.
• A culture that supports growth, including initiatives like Purpose Day, a paid day off for personal development.
• Subject to plan terms and conditions.

What You Need To Know

• CIBC is committed to an inclusive environment; accommodations available. If you need accommodation, contact [e-mail].
• You must be legally eligible to work at the specified location and may require a valid work or study permit.
• Assessment may include attribute-based tests and other evaluations (e.g., simulations, language proficiency, MS Office). The goal is to learn about you and to help you learn about us.

Job Details

• Job Location: QC-Québec, 91 Boul René-Lévesque EST, 2nd Floor
• Employment Type: Regular
• Weekly Hours: 37.5
• Seniority level: Mid-Senior level
• Job function: Finance and Sales
• Industries: Banking