Spécialiste Associé En Services Financiers, Ste-julie

CIBC Capital Markets

Ste-julie, QC, Canada
Fully onsite
Client relationship management
Financial planning
Customer experience
CIBC Capital Markets is seeking a Financial Services Associate in Ste-Julie, QC, to support personal and small business banking clients by identifying their financial needs and recommending tailored solutions. The ideal candidate should have 2-3 years of experience in financial advisory, hold relevant certifications, and prioritize client relationships while working in a dynamic team environment

Job Summary

  • You will build relationship-oriented banking experiences for personal and small business clients.
  • You will manage a portfolio of mortgage holders to deepen client relationships.
  • CIBC offers competitive compensation, benefits, and opportunities for professional growth.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a Financial Services Associate in Ste-Julie, QC, to support personal and small business banking clients by identifying their financial needs and recommending tailored solutions. The ideal candidate should have 2-3 years of experience in financial advisory, hold relevant certifications, and prioritize client relationships while working in a dynamic team environment.

Skills & Requirements

Must-have

  • Client Relationship Management
  • Financial Planning
  • Customer Experience
  • Outbound Calls
  • Goal Planning
  • Digital Literacy
  • Regulatory Requirements

Nice-to-have

  • Community Engagement
  • Networking Skills
  • Technology Adoption
  • Relationship Building
  • Cultural Sensitivity

Key Requirements

  • 2-3 years of financial advisory experience
  • Valid Mutual Fund License (Cours sur le commerce des valeurs mobilières or Fonds d’investissement au Canada)
  • CCSF Certification (preferred)
  • Legal work eligibility in Quebec

Work Rights

Must have legal work authorization in Quebec

Tailored Resume

Cover Letter