Senior Financial Advisor - Québec
Description
This role involves managing and expanding a client portfolio within CIBC's Personal and Business Banking Team, specifically in Imperial Service. The Senior Financial Advisor will provide comprehensive financial advice and relationship management to help clients achieve their financial goals.
What We're Looking For
Foster meaningful client interactions, deliver trusted investment advice, provide financial planning, and build new client relationships through networking.,Develop a sales plan based on local market understanding, utilize strong relationship-building and networking skills to generate new business, and offer CIBC's credit and investment solutions.,Enhance CIBC's brand presence by participating in local events, marketing activities, and growing professional networks.
Ideal Candidate
Certified professional (MFDA).,Current accreditation and good standing in The Canadian Securities Course (CSC) or Canadian Investment Funds Course (CIFC), meeting MFDA licensing eligibility upon hire.,Personal Financial Planner (PFP).,Certified professional (Quebec) with current AMF licensing accreditation and good standing.,Successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing.,Registered Retirement Consultant (RRC).,Asset: CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).,Asset: CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work in the specified location(s) and, if applicable, possess a valid work or study permit.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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