Représentant En Services Financiers - Chicoutimi

CIBC

Chicoutimi, Canada
Client relationship management
Financial goals understanding
Tailored product recommendations
As a member of the Personal and Small Business Banking team, you will work in a dynamic banking centre 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 centre where you will make a significant difference in the lives of our clients.
  • You will foster key client relationships, understand their financial and personal goals, provide informed and tailored service, and recommend suitable products and solutions to ensure their financial success.
  • At CIBC, your goals are a priority and we strive to create opportunities to tap into your potential, offering 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 centre where you will make a significant difference in the lives of our clients.

Skills & Requirements

Must-have

  • client relationship management
  • financial goals understanding
  • tailored product recommendations
  • cash management knowledge
  • credit knowledge
  • investment knowledge
  • asset protection knowledge

Nice-to-have

  • proactive marketing engagement
  • community involvement
  • collaboration with colleagues
  • digital banking technology promotion

Key Requirements

  • One year of client-facing sales experience
  • Mutual fund licensing (IFIC or CSC)

Work Rights

Not specified

Tailored Resume

Cover Letter