Spécialiste Associé En Services Financiers - Rosemère

CIBC Capital Markets

Rosemère, Quebec, Canada
Client relationship management
Financial needs assessment
Personalized financial solutions
As a member of the Personal and Small Business Banking team, you will work in a dynamic banking center where you will make a significant difference in the lives of our clients

Job Summary

  • As a member of the Personal and Small Business Banking team, you will work in a dynamic banking center where you will make a significant difference in the lives of our clients.
  • You will manage, individually or as part of a team, a portfolio of mortgage holders with the goal of deepening client relationships.
  • At CIBC, your goals are a priority; we aspire to give you a career, rather than just a paycheck.

Matching Summary

As a member of the Personal and Small Business Banking team, you will work in a dynamic banking center where you will make a significant difference in the lives of our clients.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial needs assessment
  • Personalized financial solutions
  • Mortgage portfolio management
  • Community marketing activities
  • Promoting mobile banking apps

Nice-to-have

  • Relationship-oriented bank
  • Empowered work environment
  • Meaningful impact for clients
  • Team collaboration and support
  • Customer recognition programs

Key Requirements

  • 2-3 years financial advisory experience
  • Proven sales results
  • Mutual fund licensing
  • OCRI-CFM membership criteria
  • Financial services advisory certificate

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter