Représentant En Services Financiers, St-bruno

CIBC

Saint-Bruno, QC, CA
Competitive salary; incentive pyy included; benefi...
Onsite full-time
Client relationship building
Financial planning and goal setting
Mobile banking technology proficiency
CIBC is seeking a Financial Services Representative for its Saint-Bruno location, focusing on building strong client relationships and providing tailored financial advice. The ideal candidate should have experience in client services, a relevant financial certification, and a passion for helping clients achieve their financial goals

Job Summary

  • You will build key relationships with clients by understanding their personal and business financial goals to provide tailored solutions.
  • The role requires working full-time on-site during bank hours, including evenings and weekends, potentially across different branch locations.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and paid development time through Purpose Day.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Services Representative for its Saint-Bruno location, focusing on building strong client relationships and providing tailored financial advice. The ideal candidate should have experience in client services, a relevant financial certification, and a passion for helping clients achieve their financial goals.

Salary

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

Skills & Requirements

Must-have

  • Client relationship building
  • Financial planning and goal setting
  • Mobile banking technology proficiency
  • Flexible availability including evenings and weekends
  • Willingness to work at multiple branch locations

Nice-to-have

  • Previous banking experience in similar role
  • Strong curiosity and passion for learning
  • Authentic and respectful interpersonal attitude
  • Detail-oriented problem solving skills

Key Requirements

  • Valid securities license (Mutual Funds or Investment Fund course)
  • Minimum 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