Financial Advisor - Downtown Montréal

CIBC Capital Markets

Montreal, Quebec, Canada
Competitive salary; incentive pyy available; benef...
Client relationship management
Financial planning and advice
Business development and sales
The role involves building a dedicated client portfolio through relationship management and providing tailored financial advice

Job Summary

  • The role involves building a dedicated client portfolio through relationship management and providing tailored financial advice.
  • Candidates must be flexible to work banking centre hours which may include evenings and weekends at multiple locations.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and opportunities for professional growth.

Matching Summary

The role involves building a dedicated client portfolio through relationship management and providing tailored financial advice.

Salary

Competitive salary; Incentive pay available; Benefits program and pension plan included

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and advice
  • Business development and sales
  • Community networking and outreach
  • Flexible banking hours including evenings

Nice-to-have

  • Passion for people and relationships
  • Goal-oriented and results-driven
  • Authentic and respectful engagement
  • Diverse network of partners
  • Initiative and ownership mindset

Key Requirements

  • 1-3 years experience in financial advising
  • Current AMF licensing accreditation
  • CIFC or CSC certification required
  • Registered Retirement Consultant (RRC) credential
  • Legal eligibility to work in Canada

Work Rights

Must have valid work or study permit if not a citizen

Tailored Resume

Cover Letter