Financial Services Representative - Bilingual

CIBC

Moncton, New Brunswick, Canada
Competitive salary; incentive pyy; banking benefit...
Fully onsite
Fluent in french and english
Current mutual funds license
1 year experience with clients
CIBC is seeking a Bilingual Financial Services Representative for their Moncton, New Brunswick location. The role focuses on providing tailored financial advice and building client relationships while contributing to a team-oriented and inclusive culture

Job Summary

  • The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off for growth known as Purpose Day.
  • Candidates must be fluent in both French and English to support business operations outside of Quebec, Canada.

Matching Summary

Match Score: 85

CIBC is seeking a Bilingual Financial Services Representative for their Moncton, New Brunswick location. The role focuses on providing tailored financial advice and building client relationships while contributing to a team-oriented and inclusive culture.

Salary

Competitive salary; Incentive pay; Banking benefits, pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Fluent in French and English
  • Current Mutual Funds License
  • 1 year experience with clients
  • Achieving sales results
  • On-site full-time work

Nice-to-have

  • Prior banking experience
  • Passion for people and relationships
  • Critical thinking skills
  • Goal oriented mindset
  • Flexible to travel between centers

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience working with clients
  • Fluency in French and English
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter