Senior Financial Advisor - Saint-Hubert

About the role

CIBC is looking for a Senior Financial Advisor for its Carrefour-Saint-Hubert banking centre, part of the Personal and Business Banking Team and the Imperial Service Team. You will manage and grow a dedicated client portfolio, deliver the bank's Imperial Service approach and help clients plan for their present needs and future goals. The role is full-time and on-site.

Key responsibilities

• Manage and grow a client portfolio through relationship management, creating comprehensive financial plans and providing excellent client service.
• Proactively engage new and existing clients, understand their goals and build their financial plan using advanced CIBC tools.
• Deliver trusted investment advice and personalized financial plans, and build a network of new client relationships.
• Create a sales plan based on knowledge of the local market and potential client base, converting leads into new clients.
• Use CIBC's credit and investment solutions in a needs-based way to satisfy clients and increase referrals.
• Attend local events and take part in marketing and outreach activities to raise CIBC's brand awareness in the community.
• Work banking centre hours that may include evenings and weekends, and be flexible to work at several banking centres within a reasonable travel distance.

Required profile

• 1.5 to 3 years of experience in a financial advisory role managing and growing your own client portfolio.
• For Quebec residents: AMF licensing, successful completion of the CIFC or CSC, and Registered Retirement Consultant (RRC); completing the Quebec investment and taxation and legal and ethical courses is an asset.
• Legal eligibility to work at the location, and a valid work or study permit where applicable.

Required skills

• Current certification as a CIRO-MFD professional, with good standing in the CSC/CIFC/IFC and eligibility for CIRO-MFD licensing on hire.
• Personal Financial Planner (PFP) within 24 months of hire.
• Business development, client service, financial advising, investments, lending and portfolio management.

What we offer

• Competitive salary, incentive pay and banking benefits.
• Benefits program, defined benefit pension plan and employee share purchase plan.
• Vacation offering, wellbeing support and the social, points-based MomentMakers recognition program.
• A paid day off called Purpose Day for personal growth and development.