Senior Financial Advisor: Relationship-Driven Growth

CIBC; Beloeil; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

MomentMakers recognition program

Purpose Day

Job summary

CIBC seeks a Senior Financial Advisor for the Imperial Service Team in Beloeil, to manage and grow a client portfolio with personalized financial plans and exceptional service. You’ll engage new and existing clients, building connections and delivering informed advice across credit and investment solutions.

Flexibility to work across multiple banking centres within a reasonable travel distance is required, including evenings/weekends as needed.

Qualifications

• 1.5–3 years experience in financial advisory managing and growing your own portfolio.
• CIRO-MFD certification in progress or completed with licensing eligibility.
• AMF licensing knowledge is an asset for Quebec candidates.

Responsibilities

• Manage and grow a dedicated client portfolio with relationship-focused financial planning.
• Deliver tailored investment advice and comprehensive financial plans.
• Engage with clients to understand goals and build strategies using CIBC tools.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Job description

CIBC seeks a Senior Financial Advisor for the Imperial Service Team in Beloeil, to manage and grow a client portfolio with personalized financial plans and exceptional service. You’ll engage new and existing clients, building connections and delivering informed advice across credit and investment solutions.

Flexibility to work across multiple banking centres within a reasonable travel distance is required, including evenings/weekends as needed.