Relationship-Driven Financial Advisor: Build Futures

CIBC; Saint-Léonard; Sur place; EUR 41 000 - 59 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Incentive pay

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Résumé du poste

CIBC is seeking a Financial Advisor to grow a client portfolio with relationship management and tailored financial planning across day-to-day banking, investments, lending and estate planning. You’ll travel to multiple banking centers within a reasonable distance and work on-site full-time.

You’ll use your networking skills to cultivate new client relationships, deliver personalized service, and support business and personal financial goals for clients.

Qualifications

• Minimum 1–3 years' experience providing financial advice and building client relationships.
• Licensing requirements: CIRO‑MFD; AMF licensing in Quebec; CIFC/CSC track records for licensing eligibility.

Responsabilités

• Engage clients to understand needs and provide tailored financial planning across banking, investments, lending and estate planning.
• Develop local market plans to convert leads into clients and grow the portfolio.
• Represent the bank at community events to expand the network and brand presence.

Connaissances

Relationship management

Client engagement

Networking

Financial advisory

Formation

CIRO-MFD licensing

AMF licensing (Quebec)

RRC certification (asset)

Description du poste

CIBC is seeking a Financial Advisor to grow a client portfolio with relationship management and tailored financial planning across day-to-day banking, investments, lending and estate planning. You’ll travel to multiple banking centers within a reasonable distance and work on-site full-time.

You’ll use your networking skills to cultivate new client relationships, deliver personalized service, and support business and personal financial goals for clients.