Boucherville Qc Financial advisor Jobs – 387 Openings This Week

Financial Advisor - CIRO-MFD/AMF - Sainte-Julie
CIBC —Sainte-Julie, QC
- Full-time
- Sales
- Business development
- Financial services
Conseiller ou conseillère, Gestion de patrimoine
Desjardins —Montréal, QC
- Full-time
- Customer service
- Bachelor's
- Financial services
conseiller en placement junior
Diligence gestion de patrimoine Manuvie —Montréal, QC
- $50,000–$500,000 a year
- Full-time
- Hybrid work
- Sales
- English
- High school diploma or GED
- Work from home
- Flexible schedule
Quick apply
Investment Specialist - BMO Investorline (Bilingual in French and English) Fully remote
BMO Financial Group —Quebec Province
- $38,500–$71,000 a year
- Full-time
- Remote
- English
- High school diploma or GED
- Analysis skills
- Tuition reimbursement
- Work from home
Conseiller en placements
Gestion Privée Aligned Capital —Saint-Laurent, QC
- From $45,000 a year
- 8 hour shift
- Financial services
- In-person
- Flexible schedule
Quick apply
Spécialiste en investissement, BMO Ligne d'Action - Virtuel
BMO Financial Group —Quebec Province
- $38,500–$71,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
Expert Banking Advisor
Royal Bank of Canada —Boucherville, QC
- Full-time
- Sales
- English
- Finance
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
18h
Banking advisor
Royal Bank of Canada —Boucherville, QC
- Full-time
- Sales
- English
- Travel
Conseiller bancaire
Banque Nationale Du Canada (BNC) —Laval, QC
- $43,000–$71,000 a year
- Full-time
- Customer service
- English
- Financial services
- Wellness program
18h
Expert Banking Advisor
Royal Bank of Canada —Boucherville, QC
- Full-time
- Sales
- English
- Finance
Conseiller bancaire
National Bank of Canada —Boucherville, QC
- $55,200–$66,900 a year
- Full-time
- Customer service
- English
- Financial services
- Wellness program
Conseiller bancaire
National Bank of Canada —Laval, QC
- $49,000–$60,700 a year
- Full-time
- Customer service
- English
- Financial services
- Wellness program
Banking advisor
Royal Bank of Canada —Varennes, QC
- Full-time
- Sales
- English
- Travel
Expert Banking Advisor
Royal Bank of Canada —Montréal, QC
- Full-time
- Sales
- English
- Finance
Emplois de conseiller bancaire pour personnes autochtones
National Bank of Canada —Montréal, QC
- From $18.73 an hour
- Full-time
- Customer service
- English
- Financial services
- Wellness program
Banking advisor
Royal Bank of Canada —Saint-Lambert, QC
- Full-time
- Sales
- English
- Travel
Expert Banking Advisor
Royal Bank of Canada —Beloeil, QC
- Full-time
- Sales
- English
- Finance
Conseiller(ère) en sécurité financière — parcours de certification AMF
GFMomentum.ca —Montréal, QC
- $45,000–$90,000 a year
- Full-time
- Hybrid work
- CRM software
- Google Suite
- Customer service
- Paid time off
- Work from home
Quick apply
16h
Financial Advisor - Boucherville, QC (12-month contract)
Scotiabank —Boucherville, QC
- Contract
- Customer service
- English
- Finance

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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

financial advisor jobs in boucherville qc

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

Conseiller ou conseillère, Gestion de patrimoine

conseiller en placement junior

Investment Specialist - BMO Investorline (Bilingual in French and English) Fully remote

Conseiller en placements

Spécialiste en investissement, BMO Ligne d'Action - Virtuel

Expert Banking Advisor

Banking Advisor

Banking advisor

Conseiller bancaire

Expert Banking Advisor

Conseiller bancaire

Conseiller bancaire

Banking advisor

Expert Banking Advisor

Emplois de conseiller bancaire pour personnes autochtones

Banking advisor

Expert Banking Advisor

Conseiller(ère) en sécurité financière — parcours de certification AMF

Financial Advisor - Boucherville, QC (12-month contract)

I want to receive the latest job alerts for financial advisor in boucherville qc

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