Join CIBC as a Senior Financial Advisor specializing in Imperial Service in Sept-Iles-Brochu & Napoleon. Focus on client satisfaction, extensive financial planning, and community engagement.
In this full-time role with CIBC’s Personal and Business Banking Team, you’ll oversee a diverse client portfolio. Your mission is to foster relationships and provide clients with tailored financial plans that meet their immediate and future needs. You'll engage clients proactively to enhance their financial success and satisfaction.
Key Responsibilities:
• Build and maintain client portfolios effectively
• Deliver personalized financial guidance and planning
• Create new relationships by networking within the community
• Attend local events to promote CIBC’s brand
• Utilize CIBC solutions to address client needs
Requirements:
• 1.5 - 3 years of financial advisory experience
• Valid AMF licensing and relevant certifications
• Excellent client engagement skills
• S...