CIBC
Senior Financial Advisor at CIBC
Job 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 und...
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 und...