Location
longueuil
Posted
June 08, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
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: β’ Manage and grow a dedicated client portfolio β’ Create personalized financial plans to meet client goals β’ Engage proactively with new and existing clients β’ Utilize CIBC tools for effective financial advising β’ Cultivate relationships to enhance client satisfaction
Requirements: β’ 1.5 β 3 years in financial advisory roles β’ Certification in AMF licensing and relevant courses β’ 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: β’ Manage and grow a dedicated client portfolio β’ Create personalized financial plans to meet client goals β’ Engage proactively with new and existing clients β’ Utilize CIBC tools for effective financial advising β’ Cultivate relationships to enhance client satisfaction
Requirements: β’ 1.5 β 3 years in financial advisory roles β’ Certification in AMF licensing and relevant courses β’ Strong understan...