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Senior Financial Advisor at CIBC

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CIBC
πŸ“ longueuil, Canada
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Location longueuil
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Posted June 08, 2026
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Commute Local Area
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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 – 3 years in financial advisory roles β€’ Certification in AMF licensing and relevant courses β€’ Strong understan...

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πŸ“ Location Details

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City
longueuil
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Country
Canada
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Commute
Local Area

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