Financial Advisor - Saint-Léonard, Qc

Client Engagement: Focus on providing a meaningful client experience, offering tailored advice and solutions across financial planning areas such as day-to-day banking, investments, lending, and estate planning. Cultivate networks to establish new client relationships.,Business Development: Develop a deep understanding of the local market and potential client base to create sales plans that convert leads into new clients. Utilize strong relationship-building and networking skills to generate opportunities and achieve results. Leverage CIBC's credit and investment solutions with a needs-based approach.,Community Involvement: Enhance CIBC's brand awareness by participating in local events, marketing, and outreach activities to grow networks and generate future opportunities.

1 – 3 years of experience in providing financial advice to clients, establishing relationships, and achieving performance targets.,Certified professional (CIRO-MFD) with current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC), meeting eligibility requirements for CIRO-MFD licensing.,Certified professional (Quebec) with current accreditation and good standing in AMF licensing; successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC).,Asset: Completion of CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Must be flexible to work banking centre hours, including evenings and weekends. Must be flexible to work at multiple banking centres within a reasonable travel distance.