Senior Financial Advisor at CIBC

Elevate your career as a Senior Financial Advisor with CIBC in Sept-Iles-Brochu & Napoleon. Focus on client relationships, financial planning, and portfolio management in a relationship-driven environment.
Join CIBC's Personal and Business Banking Team to manage a dedicated client portfolio while delivering on CIBC's Imperial Service approach. This full-time, on-site role involves engaging clients, helping them plan for their futures, and providing exceptional service. Utilize your financial advisory skills to create tailored financial plans that meet unique client needs.
Key Responsibilities:
• Manage and grow a dedicated client portfolio
• Create personalized financial plans using advanced tools
• Engage with new and existing clients to build relationships
• Attend local events to enhance community connections
• Offer trusted investment advice and financial solutions
Requirements:
• 1.5 – 3 years’ experience in financial advisory roles
• AMF licensing an...