Senior Financial Advisor

Location: Boucherville, Quebec, Canada; on-site full-time at multiple banking centres within a reasonable travel distance. Flexible availability for banking centre hours, including evenings and weekends, is required.

Company

CIBC is a relationship-oriented bank providing personal and business banking, credit, investment, and financial planning services.

What you will do

• Manage and grow a dedicated portfolio of clients through relationship management and exceptional client service.
• Engage new and existing clients, understand their goals, and create comprehensive financial plans using CIBC tools.
• Provide personalized investment advice and needs-based credit and investment solutions.
• Develop local-market sales plans, cultivate networks, convert leads, generate opportunities, and increase referrals.
• Attend local events and participate in marketing and outreach activities to build community connections and increase brand awareness.

Requirements

• 1.5–3 years of experience in a financial advisory role managing and growing a personal client portfolio.
• Current accreditation and good standing in the Canadian Securities Course (CSC), Canadian Investments Funds Course (CIFC), or Investment Funds in Canada Course (IFC), with eligibility for CIRO-MFD licensing upon hire.
• Personal Financial Planner (PFP) designation within 24 months of hire.
• For Quebec: current accreditation and good standing in AMF licensing, successful completion of CIFC or CSC to support AMF licensing, and Registered Retirement Consultant (RRC) qualification.
• Client-first approach, strong relationship-building and networking skills, initiative, goal orientation, and commitment to ethical, respectful client relationships.
• Legal eligibility to work at the specified location; a valid work or study permit is required where applicable.
• Willingness to complete an attribute-based assessment and other skills tests, which may include French proficiency testing.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Inclusive environment focused on belonging, accessibility, and respect.
• Competitive salary, incentive pay, banking benefits, and a benefits program, subject to plan terms.
• Defined benefit pension plan, employee share purchase plan, and vacation offering, subject to plan terms.
• Wellbeing support and MomentMakers social recognition program.
• Paid Purpose Day supporting employee growth and development.

Hiring process

• Applications are for actively recruited opportunities unless stated otherwise.
• Attribute-based assessments and additional skills tests may be required, including French proficiency testing.
• Artificial intelligence tools may be used during recruitment.