Financial Services Representative - Universal Banker

CIBC Capital Markets

Sherbrooke, QC, Canada
Competitive salary; incentive pyy; banking benefit...
1 year experience working with clients
Achieving sales results
Current mutual funds license accreditation
The role involves proactively engaging with clients to recommend products and solutions that help their financial success

Job Summary

  • The role involves proactively engaging with clients to recommend products and solutions that help their financial success.
  • Employees are expected to leverage CIBC's best-in-class mobile and online banking options while providing forward-looking financial plans.
  • The company offers a competitive salary, incentive pay, defined benefit pension plan, and a paid day off for growth called Purpose Day.

Matching Summary

The role involves proactively engaging with clients to recommend products and solutions that help their financial success.

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • 1 year experience working with clients
  • Achieving sales results
  • Current Mutual Funds License accreditation

Nice-to-have

  • Prior banking experience in similar capacity
  • Passionate about people and relationships
  • Strong curiosity and love to learn

Key Requirements

  • 1 year client-facing experience
  • Sales results achievement history
  • Mutual Funds License (CSC or IFIC)

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter