Senior Financial Services Specialist - Montreal

CIBC; Montreal; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee share purchase plan

Vacation

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking a Senior Financial Services Specialist to lead a large client portfolio with the Imperial Service approach, delivering tailored financial plans and exceptional client service. You'll collaborate with advisors to secure clients' futures and growth, and support colleagues across banking centers.

The role requires 4+ years in financial advisory, multiple licenses, and Quebec AMF/CIFC/CSC credentials.

Qualifications

• 4+ years' experience in financial advisory managing more complex relationships and having in-depth intergenerational, estate and retirement planning knowledge.
• CIRO-MFD licensing and related accreditations (CFP, AMF, CIFC/CSC, RRC).
• Quebec-based certifications and ongoing licensing compliance are essential.

Responsibilities

• Manage and grow a complex client portfolio with a focus on relationship management and comprehensive financial planning.
• Deliver personalized investment advice and planning, including retirement planning and estate considerations.
• Mentor and coach a team of advisors to solve problems and deliver client-centric financial solutions.
• Support clients in securing their futures, home ownership, and business needs while maintaining exceptional service.

Skills

Analytical Thinking

Client Service

Customer Experience

Financial Advising

Investment Planning

Investment Products

Mass-Affluent Client Management

Portfolio Management

Retirement Planning

Work Collaboratively

Education

CIRO-MFD Certification

CFP Certification

AMF Licensing

CIFC or CSC Certification

Registered Retirement Consultant (RRC)

CSI/ICB Investment and Taxation Fundamentals (Quebec)

CSI/ICB Legal & Ethical Aspects of Financial Planning (Quebec)

Job description

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. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. 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 a complex client portfolio by key relationship management, creating comprehensive financial plans and supplying exceptional client service. As a Senior Financial Services Specialist, you’ll expertly 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 mentor a team of advisors to problem solve and supply comprehensive financial advice, help clients to secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centers within a reasonable travelling distance. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and creating complex financial plans. Cultivate your network to establish new client relationships.
• Business expertise - Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage your experience in investment, retirement, and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.
• Leading and mentoring - As a seasoned financial professional, provide coaching and support to a team of advisors. Work as one team and support the team as they make informed choices that benefit both the client and CIBC.

Who you are

You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it’s the right thing to do. Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your ability. You act like an owner. You thrive when you're empowered to take the initiative, go beyond, and deliver results. You are a caring and accountable leader. You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams. You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You're motivated by collective success. You know that teamwork can transform a promising idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.

You can demonstrate 4+ years' experience in financial advisory role managing more complex relationships and having in-depth intergenerational, estate and retirement planning knowledge. You’re a certified professional Mutual Fund Dealers (CIRO-MFD). You have current accreditation and good standing in CIRO-MFD licensing. CFP upon hire. You're a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It is an asset if you have completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

What CIBC Offers

• competitive salary
• incentive pay
• banking benefits
• a benefits program*
• defined benefit pension plan*
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program

*Subject to plan and program terms and conditions

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail] CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Mont-1155 Rene-Levesque O. Centre Bancaire Principal

Employment Type Regular

Weekly Hours 37.5

Skills Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Mass-Affluent Client Management, Portfolio Management, Retirement Planning, Work Collaboratively