Financial Advisor CIBC in St-Jean-Sur-Richelieu

Position: Financial Advisor with CIBC in St-Jean-Sur-Richelieu
Location: Richelieu

Elevate your career with CIBC as a Financial Advisor in St-Jean-Sur-Richelieu, QC. Build client relationships and provide exceptional service through financial advice and support.

In this full-time role, you will become part of the Personal and Business Banking Team, focusing on relationship management and financial services support. Your responsibilities include developing a dedicated client portfolio while delivering exceptional advice to help clients achieve their financial goals. CIBC values your contributions and provides the optimal work environment for success.

Key Responsibilities:

• Build and manage client portfolios through relationship management

• Provide tailored financial planning advice and solutions

• Engage in local marketing and outreach activities

• Utilize credit and investment solutions for client needs

• Connect personally to enhance client experience

Requirements:

• 1–3 years of financial advising experience

• Certified professional (CIRO-MFD) accreditation required

• Good standing in Canadian Securities or Investment Funds Courses

• AMF licensing in Quebec preferred

• Strong relationship-building and networking skills

Drive client success through personalized financial advice and establish your professional presence with CIBC.
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