Senior Financial Advisor at CIBC

Elevate your career as a Senior Financial Advisor with CIBC in Principale & Perreault. Manage a client portfolio while providing tailored financial services and exceptional client engagement.

In this role on CIBC's Personal and Business Banking Team, you’ll be responsible for growing your client portfolio, delivering comprehensive financial advice, and enhancing client relationships. Proactive client engagement and strong networking skills are essential for success. You’ll also participate in local events to heighten CIBC's brand visibility and develop new client opportunities.

Key Responsibilities:

• Build and maintain relationships with clients

• Deliver trusted investment advice consistently

• Develop and execute a comprehensive sales plan

• Attend local events to promote CIBC's services

• Engage with new and existing clients actively

Requirements:

• Current MFDA accreditation or AMF licensing

• Experience in financial planning and relationship management

• Strong networking and client engagement skills

• Understanding of local market dynamics

• Motivation to achieve sales and relationship goals

Become a vital part of CIBC, leveraging your expertise in financial services to help clients thrive.
#J-18808-Ljbffr