Représentant En Services Financiers, Rosemère

CIBC Capital Markets

Rosemère, QC, CA
Competitive salary; incentive pyy available; benef...
Client relationship building
Financial planning and goal setting
Cash management and credit knowledge
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 expertise in cash management, credit, investments, and asset protection to help clients achieve their goals.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a paid day off for professional growth.

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 available; Benefits including pension and share purchase plan

Skills & Requirements

Must-have

  • Client relationship building
  • Financial planning and goal setting
  • Cash management and credit knowledge
  • Mobile banking technology proficiency
  • Sales results orientation

Nice-to-have

  • Previous banking experience
  • Diverse partner network
  • Continuous learning mindset
  • Respectful and authentic attitude

Key Requirements

  • Current securities licensing (Mutual Funds or Investment Fund Course)
  • 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