Senior Financial Advisor Cibc Longueuil Winnipeg
CIBC
Enhance client relationships as a Senior Financial Advisor with CIBC in Longueuil. Manage a dedicated portfolio while delivering exceptional financial services and advice. As part of CIBC's Imperial Service Team, you will engage with clients personally and professionally, crafting comprehensive financial plans tailored to their unique needs.
With 1.5 to 3 years of financial advisory experience, you will utilize advanced CIBC tools to help both recent and existing clients make informed decisions for their future.
Key Responsibilities
- Develop and manage a dedicated client portfolio
- Deliver tailored financial advice to clients
- Engage in business development to attract new clients
- Enhance brand presence through community involvement
- Utilize CIBC's resources for needs‑based solutions
Requirements
- 1.5 to 3 years in a financial advisory role
- Certified professional and positive standing in AMF licensing
- Completion of the Canadian Investment Funds Course (CIFC)
- Completion of CSI/ICB courses
- Flexibility to work various banking centre hours
Serve clients effectively with your financial expertise, solid networking skills, and commitment to exceptional service at CIBC.
#J-18808-LjbffrVacancy posted 4 hours ago
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