Financial Advisor - Drummondville

CIBC

Drummondville, Quebec, Canada
Relationship management
Financial planning
Client portfolio growth
Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service

Job Summary

  • Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • 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.
  • At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck.

Matching Summary

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Skills & Requirements

Must-have

  • Relationship management
  • Financial planning
  • Client portfolio growth
  • Exceptional client service
  • Needs-based approach

Nice-to-have

  • Community involvement
  • Relationship building skills
  • Networking skills
  • Goal oriented
  • Act like an owner

Key Requirements

  • 1-3 years experience
  • CIRO-MFD certified professional
  • AMF licensed professional (Quebec)
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter