Boucherville Qc Client advisor Jobs – 470 Openings This Week

Financial Advisor - CIRO-MFD/AMF - Sainte-Julie
CIBC —Sainte-Julie, QC
- Full-time
- Sales
- Business development
- Financial services
Wealth Associate
National Bank of Canada —Laval, QC
- Full-time
- Microsoft Office
- Bachelor's
- Financial services
- Wellness program
- Employee assistance program
Insurance Advisor, Home and Auto - Advice Centre (Bilingual)
Royal Bank of Canada —Montréal, QC
- Full-time
- Customer service
- English
- In-person
- Store discount
- Profit sharing
12d
Conseiller / conseillère aux ventes - Sales consultant
Corbeil Électroménagers —Saint-Hubert, QC
- Weekends as needed
- Customer service
- English
- Presentation skills
- Dental care
- Paid time off
Quick apply
Directeur(rice) associé(e) des ventes / Associate Sales Director
IVARI —Montréal, QC
- $66,500–$85,000 a year
- Immediate opening
- Remote
- CRM software
- Business development
- Presentation skills
- Wellness program
- Dental care
Quick apply
Conseiller(ère) en vente — Joaillerie
Ecksand —Montréal, QC
- $40,000–$80,000 a year
- Weekends as needed
- CRM software
- Customer service
- English
Quick apply
Expert Banking Advisor
Royal Bank of Canada —Montréal, QC
- Full-time
- Sales
- English
- Finance
Expert Banking Advisor
Royal Bank of Canada —Montréal, QC
- Full-time
- Sales
- English
- Finance
Assistant Controller
FED Finance —Boucherville, QC
- $75,000 a year
- Microsoft Excel
- Microsoft Office
- Analysis skills
Quick apply
8d
Banking Advisor
Banque Nationale Du Canada (BNC) —Laval, QC
- $43,000–$71,000 a year
- Full-time
- English
- Financial services
- In-person
- Wellness program
- Employee assistance program
1d
Designer Fashion Consultant
Très Chic Boutique —Laval, QC
- $18–$30 an hour
- Full-time
- Bilingual
- Sales
- Customer service
Quick apply
Expert Banking Advisor
Royal Bank of Canada —Boucherville, QC
- Full-time
- Sales
- English
- Finance
Banking advisor
Royal Bank of Canada —Boucherville, QC
- Full-time
- Sales
- English
- Travel
Financial Controller
FED Finance —Brossard, QC
- $135,000 a year
- Hybrid work
- Customer service
- English
- Continuous improvement
Quick apply
Wealth Associate
National Bank of Canada —Brossard, QC
- Full-time
- Hybrid work
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Mortgage Specialist - Estrie & South Shore
Scotiabank —Candiac, QC
- Sales
- English
- Financial services
- Dental care
Junior Wealth Management Advisor
Diligence Wealth Management | Manulife Wealth Inc. —Montréal, QC
- $30,000–$250,000 a year
- Full-time
- Engineering
- Business development
- Bachelor's
Quick apply
Designer Fashion Consultant
Très Chic Boutique —Laval, QC
- $18–$30 an hour
- Full-time
- Bilingual
- Sales
- Customer service
Quick apply
Conseiller / conseillère aux ventes - Sales consultant
Corbeil Électroménagers —Saint-Hubert, QC
- From $18 an hour
- Weekends as needed
- Customer service
- English
- Presentation skills
- Dental care
- Paid time off
Quick apply
Banking Advisor
Royal Bank of Canada —Montréal, QC
- Full-time
- Sales
- English
- Travel

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Financial Advisor - CIRO-MFD/AMF - Sainte-Julie

CIBC -
Sainte-Julie, QC

Apply Now

Job details

Full-time

Qualifications

Investment
Customer relationship building
Financial advisory experience
Sales
Client relationship development
Business development
Client services
Customer service orientation
Financial services
CSC
Client consultation
Estate planning
Client interaction
Marketing

Full job description

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 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.
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 (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD 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 [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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 test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. 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.

Apply Now

Refine Your Search

client advisor jobs in boucherville qc

Financial Advisor - CIRO-MFD/AMF - Sainte-Julie

Wealth Associate

Insurance Advisor, Home and Auto - Advice Centre (Bilingual)

Conseiller / conseillère aux ventes - Sales consultant

Directeur(rice) associé(e) des ventes / Associate Sales Director

Conseiller(ère) en vente — Joaillerie

Expert Banking Advisor

Expert Banking Advisor

Assistant Controller

Banking Advisor

Designer Fashion Consultant

Expert Banking Advisor

Banking advisor

Financial Controller

Wealth Associate

Mortgage Specialist - Estrie & South Shore

Junior Wealth Management Advisor

Designer Fashion Consultant

Conseiller / conseillère aux ventes - Sales consultant

Banking Advisor

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