Client-Focused Financial Advisor

Position: CIBC Client-Focused Financial Advisor
Location: Saint-Leonard

Join CIBC as a Client-Focused Financial Advisor, where your drive for client satisfaction meets passion for financial services. Build lasting relationships while supporting clients’ financial journeys.

In the role of Financial Advisor, you are crucial to the Personal and Business Banking Team, dedicated to managing a diverse client portfolio.

Your role requires outstanding engagement with clients, offering guidance on financial planning, investments, and lending. Work full-time on-site and become a key resource for clients’ financial aspirations.

Key Responsibilities:

• Provide personalized financial advice across banking, investments, and estate planning

• Engage meaningfully with clients to ensure top-tier service

• Create effective business development strategies based on market analysis

• Foster community connections by participating in local events

• Act as the primary contact for clients to address their needs

Requirements:

• Minimum 1-3 years providing financial advice

• Valid CIRO-MFD certification with applicable licenses

• Excellent networking and relationship management skills

• Demonstrated ability to meet performance targets

• Willingness to adapt to various banking centre locations

Drive client success and career growth at CIBC, making a real impact in financial planning.
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