Spécialiste En Services Financiers - Drummondville

CIBC

Drummondville, QC, CA
Competitive salary; incentive pyy available; benef...
Client relationship management
Financial planning and advice
Sales and business development
The role involves building a client portfolio by providing dedicated relationship management and exceptional financial services

Job Summary

  • The role involves building a client portfolio by providing dedicated relationship management and exceptional financial services.
  • Employees are expected to work full-time on-site at various bank branches, including evenings and weekends, to ensure customer accessibility.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a culture focused on employee growth and wellbeing.

Matching Summary

The role involves building a client portfolio by providing dedicated relationship management and exceptional financial services.

Salary

Competitive salary; Incentive pay available; Benefits include pension and share purchase plan

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and advice
  • Sales and business development
  • Community engagement activities
  • Weekend and evening availability

Nice-to-have

  • Strong networking skills
  • Results-oriented mindset
  • Authentic interpersonal approach
  • Local market knowledge

Key Requirements

  • 1-3 years experience in financial advising
  • OCRI-CFM certification with CCVM course completion
  • AMF license (Quebec) with CR title
  • CFIC or CCVM course for AMF permit
  • CSI/ICB courses in investments and ethics (asset)

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter