Financial Advisor

2 months ago

Longueuil, Canada Canadian Imperial Bank of Commerce Full time
Financial Advisor - South Shore of Montreal

Apply to locations: Longueuil, QC; Brossard, QC; Saint-Hubert, QC; Candiac, QC; La Prairie, QC

Time Type: Full time

Posted on: Posted 2 Days Ago

Job Requisition ID: 2416425

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll 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. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

  • Client engagement: Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
  • Business development: Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
  • Community involvement: Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

  • You put our clients first: You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You’re passionate about people: You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You act like an owner: You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  • You’re goal oriented: You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You can demonstrate 1 – 3 years experience in: providing financial advice to clients and establishing relationships while achieving performance targets.
  • You’re a certified professional (MFDA): You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
  • You’re a certified professional (Quebec): You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
  • Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location: Longueuil-1401 Chemin Chambly

Employment Type: Regular

Weekly Hours: 37.5

Skills: Business Development, Client Relationship Management, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

#J-18808-Ljbffr

  • Insurance Advisor

    7 days ago

    Longueuil, Quebec, Canada DIANE EGAN LANGEVIN EMPLOI RECRUTEMENT ET ASSOCIÉS INC. Full time

    Job Opportunity at DIANE EGAN LANGEVIN EMPLOI RECRUTEMENT ET ASSOCIÉS INC.We are seeking a highly skilled and motivated Insurance Advisor to join our team in Longueuil. As an Insurance Advisor, you will be responsible for attracting and developing new business in personal insurance, promoting and selling insurance products, and providing exceptional...

  • Insurance Advisor

    7 days ago

    Longueuil, Quebec, Canada DIANE EGAN LANGEVIN EMPLOI RECRUTEMENT ET ASSOCIÉS INC. Full time

    Job Opportunity at DIANE EGAN LANGEVIN EMPLOI RECRUTEMENT ET ASSOCIÉS INC.We are seeking a highly skilled and motivated Insurance Advisor to join our team in Longueuil. As an Insurance Advisor, you will be responsible for attracting and developing new business in personal insurance, promoting and selling insurance products, and providing exceptional...

  • Senior Financial Services Professional

    2 weeks ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    CIE_101 Beneva Inc. is seeking a seasoned professional to lead our Institutional and Private Wealth Management division.About the Role:We are looking for a highly experienced and skilled Account Director to oversee the development and implementation of our financial products and services.The ideal candidate will have a deep understanding of investment and...

  • Small Business Advisor

    3 months ago

    Longueuil, Canada Scotiabank Full time

    Requisition ID: 192119 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing**: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Senior Financial Services Business Development Manager

    4 days ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    About the RoleCIE_101 Beneva Inc. is seeking a highly skilled and experienced Senior Financial Services Business Development Manager to join our team. As a key member of our organization, you will be responsible for developing business relationships with our clients and identifying opportunities to grow our business.Key ResponsibilitiesDevelop and maintain a...

  • Senior Financial Services Business Development Manager

    4 days ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    About the RoleCIE_101 Beneva Inc. is seeking a highly skilled and experienced Senior Financial Services Business Development Manager to join our team. As a key member of our organization, you will be responsible for developing business relationships with our clients and identifying opportunities to grow our business.Key ResponsibilitiesDevelop and maintain a...

  • Financial Operations Manager

    4 weeks ago

    Longueuil, Quebec, Canada Lyft Full time

    Position OverviewAt Lyft, we are dedicated to enhancing lives through exceptional transportation solutions. Our commitment begins with fostering a diverse, inclusive, and open workplace. We are currently seeking a skilled and seasoned Financial Operations Manager to become a vital part of our Controllership team.Key ResponsibilitiesOversee the revenue...

  • Account Manager

    1 week ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    About the RoleWe are seeking a highly motivated and experienced Sales Representative to join our team at CIE_101 Beneva Inc. as a Sales Representative - Individual Insurance and Financial Services. In this role, you will be responsible for developing business relationships and maintaining a privileged relationship with our clients in the sector.Key...

  • Account Manager

    1 week ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    About the RoleWe are seeking a highly motivated and experienced Sales Representative to join our team at CIE_101 Beneva Inc. as a Sales Representative - Individual Insurance and Financial Services. In this role, you will be responsible for developing business relationships and maintaining a privileged relationship with our clients in the sector.Key...

  • Senior Financial Services Business Development Manager

    1 week ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    About the RoleCIE_101 Beneva Inc. is seeking a highly skilled and experienced Senior Financial Services Business Development Manager to join our team. As a key member of our organization, you will be responsible for driving business growth and maintaining a strong relationship with our clients.Key ResponsibilitiesDevelop and maintain in-depth knowledge of...

  • Senior Financial Services Business Development Manager

    1 week ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    About the RoleCIE_101 Beneva Inc. is seeking a highly skilled and experienced Senior Financial Services Business Development Manager to join our team. As a key member of our organization, you will be responsible for driving business growth and maintaining a strong relationship with our clients.Key ResponsibilitiesDevelop and maintain in-depth knowledge of...

  • Business Development Representative

    1 week ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    About the RoleWe are seeking a highly motivated and experienced Sales Representative to join our team at CIE_101 Beneva Inc. as a Sales Representative - Individual Insurance and Financial Services. In this role, you will be responsible for developing business relationships and maintaining a privileged relationship with our clients in the sector.Key...

  • Business Development Representative

    1 week ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    About the RoleWe are seeking a highly motivated and experienced Sales Representative to join our team at CIE_101 Beneva Inc. as a Sales Representative - Individual Insurance and Financial Services. In this role, you will be responsible for developing business relationships and maintaining a privileged relationship with our clients in the sector.Key...

  • Client Advisor

    4 months ago

    Longueuil, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Chateauguay, Boucherville, Longueuil, La Prairie, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe)...

  • Mortgage Advisor

    4 weeks ago

    Longueuil, Canada Scotiabank Full time

    Requisition ID: 200100 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture. **Job Purpose**: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to...

  • Client Advisor

    3 months ago

    LONGUEUIL, Canada Royal Bank of Canada Part time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Chateauguay, Boucherville, Longueuil, La Prairie, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly,...

  • Investment and Retirement Solutions Consultant

    4 weeks ago

    Longueuil, Quebec, Canada CIE_101 Beneva Inc. Full time

    CIE_101 Beneva Inc. is seeking a qualified and seasoned Investment and Retirement Solutions Consultant to join our team. Key Responsibilities: Mastering the regulations and management frameworks related to investment and retirement offerings, along with the necessary documentation. Evaluating client requirements, analyzing competitors' offerings, and...

  • Copy of Advisor

    3 months ago

    Longueuil, Canada CIMA+ Full time

    **Company Description** Welcome to a place where people are at the heart of everything we do.** Welcome to people with an inspiring vision and who seek stimulating challenges. At CIMA+, you’ll find a place where you’ll have many opportunities to learn and develop while working on engaging projects. We are a firm 100% owned by its employees and we value...

  • Mortgage Advisor

    3 months ago

    Longueuil, Canada Scotiabank Full time

    Requisition ID: 189482 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Mortgage Advisor

    3 months ago

    Longueuil, Canada Scotiabank Full time

    Requisition ID: 189482 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...