Senior Financial Advisor Boucherville
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Key Responsibilities
- Manage and grow a dedicated client portfolio
- Create comprehensive, personalized financial plans
- Deliver trusted investment advice and exceptional client service
- Convert local market leads into new clients
- Participate in community events and outreach activities
Requirements:
- 1.5 to 3 years managing and growing a client portfolio
- Current CIRO-MFD accreditation and good standing
- CSC, CIFC, or IFC accreditation and eligibility
- Personal Financial Planner designation within 24 months
- Flexibility for evenings, weekends, and multiple banking centres Bring portfolio management, financial advising, and relationship-building expertise to CIBC’s Imperial Service Team in Boucherville.
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