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Financial Advisor Imperial Service
Job Description & How to Apply Below
Location: Montreal
Shape meaningful client relationships as a CIBC Financial Advisor using tailored financial advice and exceptional service onsite full-time. Banking centre hours may include evenings and weekends.
As part of Personal and Business Banking, you will build and grow a dedicated client portfolio. You will act as one contact through CIBC’s Imperial Service approach, supporting financial planning, investments, lending, and estate planning. Your advice helps clients address current needs and future goals.
Key Responsibilities:- Build and grow a dedicated client portfolio
- Provide tailored advice across financial planning areas
- Develop local market sales plans and convert leads
- Attend community events and marketing outreach activities
- Generate relationships, opportunities, referrals, and results
- One to three years providing financial advice
- Experience establishing relationships while achieving performance targets
- Current CIRO-MFD accreditation and good standing
- Eligibility for CIRO-MFD licensing
- Flexibility for multiple centres and banking hours
Bring client engagement, portfolio management, and financial advising skills to CIBC’s Imperial Service at 6850 RUE JEAN - TALON EST.
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