Senior Financial Advisor CIBC

Elevate financial planning as a Senior Financial Advisor at CIBC in Rouyn-Noranda, QC. Focus on relationship management and provide comprehensive financial services while on-site full-time.

As a critical member of the Personal and Business Banking Team, you will manage a large client portfolio, delivering tailored financial advice.

Your role involves engaging with new and existing clients to foster significant connections and help them achieve their financial aspirations. Proficiency in complex financial products and services will enable you to navigate the market effectively.

Key Responsibilities:

• Manage and grow a dedicated client portfolio

• Provide comprehensive financial planning and investment advice

• Cultivate new client relationships and strengthen existing ones

• Actively participate in community events to promote CIBC

• Execute a strategic sales plan and leverage market insights

Requirements:

• Certified Financial Planner (PFP) or similar accreditation

• Proven success in relationship-building and client engagement

• Experience in financial services and investment management

• Must meet MFDA licensing requirements upon hire

• Strong communication skills and community involvement

Drive impactful financial solutions for CIBC clients as a trusted advisor in Rouyn-Noranda.
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