Senior Financial Advisor at CIBC
CIBC • longueuil, Canada
Role Description
Elevate your career with CIBC as a Senior Financial Advisor, mastering relationship management and financial planning in Longueuil. Focus on creating impactful connections while providing exceptional client service.
In this full-time role, you will manage and grow a dedicated client portfolio. As part of the Personal and Business Banking Team, you'll use your financial expertise to deliver CIBC's Imperial Service. A deep understanding of client needs will enable you to create tailored financial plans and advise clients on their financial journey.
Key Responsibilities: • Manage and grow a dedicated client portfolio • Create personalized financial plans to meet client goals • Engage proactively with new and existing clients • Utilize CIBC tools for effective financial advising • Cultivate relationships to enhance client satisfaction
Requirements: • 1.5 – 3 years in financial advisory roles • Certification in AMF licensing and relevant courses • Strong understan...
In this full-time role, you will manage and grow a dedicated client portfolio. As part of the Personal and Business Banking Team, you'll use your financial expertise to deliver CIBC's Imperial Service. A deep understanding of client needs will enable you to create tailored financial plans and advise clients on their financial journey.
Key Responsibilities: • Manage and grow a dedicated client portfolio • Create personalized financial plans to meet client goals • Engage proactively with new and existing clients • Utilize CIBC tools for effective financial advising • Cultivate relationships to enhance client satisfaction
Requirements: • 1.5 – 3 years in financial advisory roles • Certification in AMF licensing and relevant courses • Strong understan...