Current jobs related to Sr. Financial Advisor - Boucherville, Quebec - CIBC

  • Manager, DC Inventory

    2 weeks ago

    Boucherville, Quebec, Canada RONA Full time

    At RONA, over 26,000 employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve.We operate or service some 450 corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store...

  • Financial Advisor

    7 days ago

    Boucherville, Canada CIBC Full time

    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...

  • Financial Advisor

    1 week ago

    Boucherville, Canada CIBC Full time

    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...

  • Financial Advisor

    7 days ago

    Boucherville, Canada Scotiabank Full time

    Requisition ID: 183208 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist/ Boucherville/ Permanent/ Full-time 37.5h you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking...

  • Advisor, Investment and Financing

    1 week ago

    Boucherville, Canada Desjardins Group Full time

    Several opportunities are currently available in the greater Montérégie region.As an advisor in investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer...

  • Advisor, Investment and Financing

    2 days ago

    Boucherville, Canada Desjardins Full time

    Advisor, Investment and Financing Desjardins Locations: Brossard, Saint‑Eustache, St‑Bruno‑de‑Montarville (Montérégie region) Position: Full‑time, Entry Level (Finance and Sales, Banking) Salary: CA$90,000.00 – CA$110,000.00 (Industry typical range) Responsibilities Attend to members’ investment and financing needs while ensuring quality...

  • Investment & Financing Advisor — Build Trusted Member Solutions

    3 days ago

    Boucherville, Canada Desjardins Full time

    A prominent financial services organization is seeking an Advisor for Investment and Financing in the Montérégie region. This full-time entry-level position involves providing quality service to clients, developing investment strategies, and managing business relationships. Applicants should be eager to learn about financial services, reflecting principles...

  • Personal Finance Advisor

    5 days ago

    Boucherville, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Wealth Management Advisor

    1 day ago

    Boucherville, Canada Desjardins Full time

    Temporary position for 14 months As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose...

  • Director, Financial Reporting and Consilidation

    1 day ago

    Boucherville, Canada Rona Inc. Full time

    **Please note that**: - Our Hybrid Workplace Policy establishes that associates need to have a reliable transportation to and from our corporate head office located in Boucherville (Quebec), to come to the office on a regular basis. - We require all our head office associates to be proficient in French, spoken and written. At RONA, over 22,000 employees...

  • Spécialiste en Services Financiers

    2 weeks ago

    Boucherville, Canada CIBC Full time

    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...

Sr. Financial Advisor

2 weeks ago

Boucherville, Quebec, Canada CIBC Full time

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

What you'll be doing

As a member of the Personal and Business Banking Team, you'll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today's needs and tomorrow's goals. You'll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools and give them the right advice to help them make well-informed choices for their future. 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. Details on your work arrangement (portion of on-site and remote work) will be discussed at the time of your interview. 

How you'll succeed

  • Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.

  • Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan 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.

  • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

  • You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.

  • 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 and CSI/ICB Legal & Ethical Aspects of Financial Planning Course

  • 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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-

  • 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.

Expected End Date

Job Location

Boucherville

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented