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Financial Advisor - Saint-Hubert

CIBC · Saint-Hubert

New
Onsite Mid 🇬🇧 English
Financial Advising Investments Lending Portfolio Management Business Development

Job description

About the role

CIBC is looking for a Financial Advisor to join its Personal and Business Banking Team at the Carrefour-Saint-Hubert banking centre. You will build and grow a dedicated client portfolio through relationship management, financial services support and exceptional client service, acting as a single point of contact for your clients. The role is full-time and on-site.

Key responsibilities

  • Deliver tailored financial advice covering day-to-day banking, investments, lending and estate planning, and help clients plan for their homes and businesses
  • Engage clients personally, build a network and turn leads into new clients through business development
  • Take part in community events and marketing and outreach activities to raise CIBC's brand awareness locally
  • Work banking centre hours, which may include evenings and weekends, and be available at several nearby banking centres

Required profile

  • 1 to 3 years of experience providing financial advice to clients and achieving performance targets
  • CIRO-MFD certification with current CSC/CIFC/IFC accreditation and good standing, or Quebec AMF licensing with CSC/CIFC and RRC registration
  • Legally eligible to work at the location, with a valid work or study permit where applicable

What we offer

  • Competitive salary and incentive pay
  • Banking benefits and a benefits program, plus a defined benefit pension plan and employee share purchase plan
  • Vacation, wellbeing support and a points-based recognition program
  • A paid day off for personal growth and development

Questions fréquentes

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Published 1 hour ago

Expires 1 month from now

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CIBC

Saint-Hubert