Représentant En Services Financiers - Montérégie

CIBC

Bedford, QC, CA
Competitive salary; incentive pyy included; benefi...
Client relationship building
Financial goal planning
Cash management knowledge
The role involves meeting clients to understand their personal and business priorities while developing long-term financial plans

Job Summary

  • The role involves meeting clients to understand their personal and business priorities while developing long-term financial plans.
  • Employees are expected to leverage expertise in cash management, credit, investments, and asset protection to help clients achieve their goals.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and paid development days known as Purpose Day.

Matching Summary

The role involves meeting clients to understand their personal and business priorities while developing long-term financial plans.

Salary

Competitive salary; Incentive pay included; Benefits program and pension plan

Skills & Requirements

Must-have

  • Client relationship building
  • Financial goal planning
  • Cash management knowledge
  • Credit and investment products
  • Mobile banking technology usage
  • Weekend and evening availability

Nice-to-have

  • Prior banking experience
  • Diverse partner network
  • Continuous learning mindset
  • Critical thinking skills
  • Respectful authentic attitude

Key Requirements

  • Current securities license (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