Représentant En Services Financiers, St-jérôme

CIBC Capital Markets

Saint-Jérôme, QC, CA
Competitive salary; incentive pyy; defined benefit...
Client relationship building
Financial planning and analysis
Mobile banking technology usage
The role focuses on understanding clients' personal and business financial goals to provide tailored solutions

Job Summary

  • The role focuses on understanding clients' personal and business financial goals to provide tailored solutions.
  • Employees are expected to work full-time at various bank locations, including evenings and weekends.
  • CIBC offers a competitive salary, incentive pay, pension plan, and paid development days as part of their benefits.

Matching Summary

The role focuses on understanding clients' personal and business financial goals to provide tailored solutions.

Salary

Competitive salary; Incentive pay; Defined benefit pension plan

Skills & Requirements

Must-have

  • Client relationship building
  • Financial planning and analysis
  • Mobile banking technology usage
  • Weekend and evening availability
  • Travel between bank branches

Nice-to-have

  • Proactive sales mindset
  • Detail-oriented approach
  • Strong critical thinking skills
  • Passion for continuous learning
  • Diverse networking abilities

Key Requirements

  • Current securities licensing (Mutual Funds or Investment Fund Course)
  • One year of client-facing sales experience
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter