Financial Services Representative - Laval

CIBC Capital Markets

Laval, Quebec, Canada
Base: competitive salary; bonus/equity: incentive ...
Client engagement and relationship building
Understanding financial goals
Recommending financial products
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success

Job Summary

  • As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • We aspire to give you a career, rather than just a paycheck.

Matching Summary

As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.

Salary

Base: competitive salary; Bonus/Equity: incentive pay; Benefits: banking benefits, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Understanding financial goals
  • Recommending financial products
  • Leveraging banking technology
  • Working in a Banking Centre environment

Nice-to-have

  • Putting clients first
  • Goal oriented and motivated
  • Detail-oriented with critical thinking
  • Passionate about people and learning
  • Bringing your real self to work

Key Requirements

  • 1 year experience in working with clients
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter