Cibc
Senior Financial Advisor - CIRO-MFD/AMF - Beloeil
Beloeil, QC · Senior · Full-time
Sponsorship not specifiedDetected 1 day ago
ExpressBusiness DevelopmentRecruiting
> stay_score
odds of building a lasting career here
16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
No strong sponsorship signal in the public record yet. In the full product we resolve the exact legal entity and show its filing history with a confidence score — treat as unverified until then.
Lottery odds assume a STEM candidate.
Personalize to your clock →> community_outcomes
No reports yet — be the first to help the next applicant.
About the role
- We need talented, passionate professionals who are dedicated to doing what's right for our clients.
- Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- You're flexible to work our banking centre hours which may include evenings and weekends.
Responsibilities
- As a member of the Personal and Business Banking Team, you'll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
- As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio, and helping clients plan for today's needs and tomorrow's goals.
- You'll proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
- Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
- Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
- Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
- Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
- Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
- Grow your network to create lasting connections that will generate future opportunities.
- You find meaning in relationships and surround yourself with a diverse network of partners.
Requirements
- You know that relationships and networks are essential to success.
- You inspire outcomes by sharing your expertise.
- You can demonstrate 1.5.
- You have current accreditation and good standing in AMF licensing
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day
- We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Compensation
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing
Company info
- At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
- At CIBC we enable the work environment most optimal for you to thrive in your role.
- You bring your real self to work and you live our values - trust, teamwork, and accountability #LI-TA What CIBC Offers At CIBC, your goals are a priority.
- You're motivated by accomplishing your goals and delivering your best to make a difference.
- You bring your real self to work and you live our values - trust, teamwork, and accountability
Equal opportunity
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
This listing is sourced directly from Cibc's careers page and normalized into a canonical job model.