Senior Financial

Description:

CIBC is seeking a Spécialiste principal en services financiers (Senior Financial Services Specialist) for its Québec branch. In this client-focused role, you will manage and grow a portfolio by providing dedicated financial advice, tailored planning, and exceptional customer service. As part of the CIBC Imperial Service approach, you will take ownership of a large client base, helping individuals achieve their financial goals, including retirement planning, home ownership, investments, and business growth.

This role is ideal for a motivated financial professional who thrives on building strong client relationships, networking within the community, and delivering customized solutions across a wide range of credit, investment, and banking services. You will play a pivotal role in representing the CIBC brand within the Québec community through outreach, events, and proactive engagement.

Key Responsibilities:

• Build and deepen relationships with existing clients by providing reliable investment advice and holistic financial planning solutions.

• Proactively reach out to new and existing clients to establish long-term connections.

• Develop and execute a comprehensive local sales plan to convert prospects into loyal CIBC clients.

• Use CIBC’s wide array of credit and investment products to deliver needs-based solutions.

• Represent CIBC in the community by participating in outreach, networking, and local events to strengthen brand presence.

• Foster client loyalty and generate referrals by exceeding service expectations.

Candidate Profile & Attributes:

• Strong client-first mindset with a passion for delivering meaningful financial solutions.

• Excellent relationship-building and networking skills.

• Entrepreneurial spirit with the ability to take initiative, drive results, and act with ownership.

• Motivated by achieving goals and delivering measurable business outcomes.

• Respectful, authentic, and trustworthy with strong communication skills.

Certifications & Qualifications:

• Mandatory:

  • Valid AMF or ACCFM license (as applicable).

  • Successful completion of the Canadian Securities Course (CSC) or the Investment Funds in Canada Course (IFC).

  • Must meet eligibility requirements for an AMF license (Québec).

• Preferred/Assets:

  • Retirement Consultant (CR) designation.

  • Completion of CSI/ICB courses: Placements et fiscalité – Québec (0774) and Aspects juridiques et éthiques de la planification financière (0790).

• Bilingualism (French required, English proficiency an asset).

Working Conditions:

• Permanent, full-time role (37.5 hours/week).

• On-site in Québec, QC.

• Client-facing position requiring professional presence and engagement in community activities.

Compensation & Benefits:

• Competitive salary with performance-based incentives.

• Defined benefit pension plan.

• Banking perks and employee stock purchase program.

• Comprehensive benefits package including health, wellness support, and vacation.

• Recognition and growth opportunities through CIBC’s “Créateur de moments” rewards program.

• Supportive culture with access to technology and initiatives like the “Raison d’être Day” (paid day for personal growth and development).