Financial Services Representative - Vimont

CIBC Capital Markets

Laval-DesLaurentides, Quebec, Canada
Competitive salary; incentive pyy available; benef...
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Current mutual funds license required
1 year client-facing sales experience
Flexible to work evenings and weekends
** CIBC Capital Markets is seeking a Financial Services Representative for their Laval-DesLaurentides location, focusing on building client relationships and providing tailored financial solutions. The role requires strong interpersonal skills, a commitment to client service, and a certification in mutual funds, along with one year of client-facing experience. **

Job Summary

  • The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.
  • Employees are expected to be flexible with banking centre hours, including evenings and weekends, and may need to travel between locations.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off for growth known as Purpose Day.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a Financial Services Representative for their Laval-DesLaurentides location, focusing on building client relationships and providing tailored financial solutions. The role requires strong interpersonal skills, a commitment to client service, and a certification in mutual funds, along with one year of client-facing experience. **

Salary

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

Skills & Requirements

Must-have

  • Current Mutual Funds License required
  • 1 year client-facing sales experience
  • Flexible to work evenings and weekends
  • Willingness to travel between branches
  • Strong critical thinking and goal orientation

Nice-to-have

  • Prior banking experience in similar capacity
  • Passion for diverse networks and relationships
  • Ability to leverage mobile banking technology
  • Commitment to trust, teamwork, and accountability
  • Proactive approach to community outreach

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Minimum 1 year experience working with clients
  • Achievement of sales results track record
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter