Financial Advisor - Saint-léonard, Qc

CIBC

Saint-léonard, Quebec, Canada
Relationship management
Financial services support
Client engagement
As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals

Job Summary

  • As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
  • You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck.

Matching Summary

As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.

Skills & Requirements

Must-have

  • relationship management
  • financial services support
  • client engagement
  • business development
  • local market understanding
  • community involvement

Nice-to-have

  • relationship building skills
  • networking skills
  • acting like an owner
  • goal oriented
  • bringing your real self to work

Key Requirements

  • 1-3 years experience
  • CIRO-MFD certified professional
  • Current CSC/CIFC/IFC accreditation
  • AMF licensing
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter