Senior Financial Services Specialist - Westmount

CIBC; Westmount; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension

Employee share plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking a Senior Financial Services Specialist to manage and grow a large client portfolio through relationship management, comprehensive financial planning, and exceptional service. You will mentor a team of advisors and collaborate across the branch network to deliver personalized solutions.

Based in Westmount–Sherbrooke area, this on-site role requires 4+ years in financial advisory, strong licensing, and a client-first mindset.

Qualifications

• 4+ years in financial advisory managing complex relationships.
• In-depth intergenerational, estate and retirement planning knowledge.
• CIRO-MFD licensing with CFP preferred.
• AMF licensing and CIFC/CSC or CSC completion noted.
• Québec accreditation and ongoing professional development.

Responsibilities

• Manage and grow a large client portfolio with relationship-based advice.
• Provide comprehensive financial planning and investment guidance.
• Mentor and coach a team of advisors for better client outcomes.
• Collaborate across banking centers to deliver tailored solutions.

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

AMF licensing

CIFC or CSC completion

Registered Retirement Consultant (RRC)

Québec accreditation

CSI/ICB Investment and Taxation Fundamentals Course (Quebec)

CSI/ICB Legal & Ethical Aspects of Financial Planning Course (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 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 (Autorét 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).

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways.

• 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

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

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.

*Subject to plan and program terms and conditions

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 Westmount-Sherbrooke&Victoria, 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

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees, and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.