Portfolio Management Financial Advisor
CIBC
Grow client relationships through portfolio management, financial planning, and community connections as a Senior Financial Advisor. Work on-site in Boucherville.CIBC is seeking a Senior Financial Advisor for its Imperial Service Team. You will proactively engage new and existing clients, create lasting connections, and help plan for today’s needs and tomorrow’s goals. Client-first service, investment knowledge, and local-market development are central to delivering well-informed choices.Key Responsibilities:
Proactively engage new and existing clientsBuild financial plans using advanced CIBC toolsMake client interactions meaningful and personalizedGenerate opportunities and deliver bottom-line resultsIncrease CIBC brand awareness in the communityRequirements:
1.5 to 3 years in financial advisory experienceAbility to manage and grow an individual portfolioCIRO-MFD eligibility upon hireQuebec AMF licensing and RRC certificationFlexibility to work banking centre hours and locationsApply your client service, investments, and financial advising expertise to meaningful portfolio growth with CIBC in Boucherville.
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Proactively engage new and existing clientsBuild financial plans using advanced CIBC toolsMake client interactions meaningful and personalizedGenerate opportunities and deliver bottom-line resultsIncrease CIBC brand awareness in the communityRequirements:
1.5 to 3 years in financial advisory experienceAbility to manage and grow an individual portfolioCIRO-MFD eligibility upon hireQuebec AMF licensing and RRC certificationFlexibility to work banking centre hours and locationsApply your client service, investments, and financial advising expertise to meaningful portfolio growth with CIBC in Boucherville.
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Vacancy posted 2 hours ago
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