Senior Financial Advisor - Abitibi-témiscamingue

CIBC Capital Markets

Val-d'Or, Canada
Client relationship management
Financial plan creation
Investment advice delivery
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service

Job Summary

  • Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
  • Cultivate your network to establish new client relationships and leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach.
  • At CIBC, your goals are a priority, and we strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Financial plan creation
  • Investment advice delivery
  • Business development planning
  • Community brand awareness

Nice-to-have

  • Relationship-oriented bank
  • Empowered work environment
  • Values-driven professional
  • Goal-oriented mindset
  • Inspiring outcomes

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