Financial Service Representative - Baie-comeau

CIBC Capital Markets

Baie-Comeau, Quebec, Canada
Client engagement and relationship building
Financial and personal goal understanding
Tailored product and solution recommendations
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success

Job Summary

  • As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
  • Engage in marketing and outreach activities to show clients you value them and their communities, grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

Matching Summary

As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Financial and personal goal understanding
  • Tailored product and solution recommendations
  • Leveraging mobile banking applications
  • On-site full-time work environment

Nice-to-have

  • Putting clients first and going the extra mile
  • Goal-oriented and detail-oriented approach
  • Passion for people and building trust
  • Love to learn and grow knowledge
  • Values trust, teamwork, and accountability

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients and achieving sales results
  • Legally eligible to work at the specified location

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter