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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.
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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
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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.
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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)