Consultant Finance assisting startups and SMEs in Paris with budget tracking and financial processes. Seeking postgraduate students with prior finance experience and strong Excel skills.
About the role
- Financial Advisor at CIBC managing and growing client portfolios through relationship management and exceptional service. Delivering tailored financial advice for investments, banking, and lending needs.
Responsibilities
- build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service
- deliver on CIBC’s Imperial Service approach
- act as a single point of contact for your clients
- help clients plan for today’s needs and tomorrow’s goals
- cultivate your network to establish new client relationships
- understand your local market and potential client base to create a sales plan
- use relationship building and networking skills to create connections
- attend local events and participate in marketing and outreach activities
Requirements
- postsecondary degree/diploma and/or 4 years of relevant experience
- Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) certification
- current accreditation and good standing for CIRO-ID licensing
- 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
- Registered Retirement Consultant (RRC)
- completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774)
- completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
Benefits
- competitive salary
- incentive pay
- banking benefits
- a benefits program*
- defined benefit pension plan*
- employee share purchase plan
- vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program.
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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