Found Description
Drive impactful financial advising with CIBC as a Senior Financial Advisor in Longueuil, where client engagement is key. Shape futures through personalized financial plans and dedicated relationship management.
This full-time position requires managing a diverse client portfolio within CIBC’s Imperial Service Team. You'll excel in understanding clients' needs and providing tailored solutions using advanced tools. Your proactive engagement will create lasting connections and foster client loyalty through expert advice.
Key Responsibilities: • Analyze clients’ financial situations to develop personalized strategies • Build rapport with new and existing clients for retention • Create and execute business development plans for success • Promote CIBC brand through community involvement • Maintain high standards of client service excellence
Requirements: • 1.5 to 3 years of relevant financial advisory experience • Valid AMF license and completion of necessary cours...
This full-time position requires managing a diverse client portfolio within CIBC’s Imperial Service Team. You'll excel in understanding clients' needs and providing tailored solutions using advanced tools. Your proactive engagement will create lasting connections and foster client loyalty through expert advice.
Key Responsibilities: • Analyze clients’ financial situations to develop personalized strategies • Build rapport with new and existing clients for retention • Create and execute business development plans for success • Promote CIBC brand through community involvement • Maintain high standards of client service excellence
Requirements: • 1.5 to 3 years of relevant financial advisory experience • Valid AMF license and completion of necessary cours...