Senior Financial Advisor - Abitibi-témiscamingue

CIBC

Val-d'Or, Canada
Client portfolio management
Comprehensive financial plans
Exceptional client service
Manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service

Job Summary

  • Manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
  • Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
  • At CIBC, your goals are a priority; we strive to create opportunities to tap into your potential and offer a career rather than just a paycheck.

Matching Summary

Manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.

Skills & Requirements

Must-have

  • Client portfolio management
  • Comprehensive financial plans
  • Exceptional client service
  • Relationship management
  • Business development
  • Local market understanding

Nice-to-have

  • Passionate about people
  • Act like an owner
  • Goal oriented
  • Community involvement
  • Diverse network of partners

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • Certified professional (CIRO-MFD)
  • Current accreditation CSC/CIFC/IFC
  • Personal Financial Planner (PFP) within 24 months
  • Certified professional (Quebec)
  • AMF licensing
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter