Représentant En Services Financiers, St-jérôme

CIBC

St-Jérôme, QC, CA
Competitive salary; incentive pyy included; benefi...
Client relationship building
Financial planning and advice
Mobile banking technology usage
The role involves meeting clients to understand their personal and business priorities while establishing long-term financial plans

Job Summary

  • The role involves meeting clients to understand their personal and business priorities while establishing long-term financial plans.
  • Employees are expected to leverage knowledge in cash management, credit, investments, and asset protection to help clients achieve their goals.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for growth called Purpose Day.

Matching Summary

The role involves meeting clients to understand their personal and business priorities while establishing long-term financial plans.

Salary

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

Skills & Requirements

Must-have

  • Client relationship building
  • Financial planning and advice
  • Mobile banking technology usage
  • Flexible hours including evenings and weekends

Nice-to-have

  • Proactive marketing activities
  • Strong networking skills
  • Detail-oriented decision making
  • Passion for continuous learning

Key Requirements

  • Current securities licensing (Mutual Funds or Investment Fund Course)
  • Minimum one year of client-facing sales experience
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter