Spécialiste En Services Financiers - Laval

CIBC Capital Markets

Laval, Quebec, Canada
Relationship management
Financial services support
Exceptional customer service
As a member of the Personal and Small Business Banking team, you will build and grow your client portfolio by providing dedicated relationship management, financial services support, and exceptional customer service

Job Summary

  • As a member of the Personal and Small Business Banking team, you will build and grow your client portfolio by providing dedicated relationship management, financial services support, and exceptional customer service.
  • You will weave lasting relationships and provide sound financial advice that will help clients secure their future, achieve homeownership, and grow their business.
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

Matching Summary

As a member of the Personal and Small Business Banking team, you will build and grow your client portfolio by providing dedicated relationship management, financial services support, and exceptional customer service.

Skills & Requirements

Must-have

  • Relationship management
  • Financial services support
  • Exceptional customer service
  • Client portfolio growth
  • Sales plan creation
  • Community engagement

Nice-to-have

  • Building lasting relationships
  • Providing sound financial advice
  • Cultivating your network
  • Leveraging CIBC solutions

Key Requirements

  • 1-3 years of experience in client financial advising
  • OCRI-CFM accredited professional
  • AMF license in Quebec
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter