Financial Services Representative, Sept-iles

CIBC Capital Markets

Sept-Îles, Quebec, Canada
Client engagement and relationship building
Financial product and solution recommendation
Leveraging technology for client banking
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, grow your network, deepen existing relationships, and work as one team.
  • At CIBC, your goals are a priority, and they aspire to give you a career rather than just a paycheck, with competitive compensation and benefits.

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.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Financial product and solution recommendation
  • Leveraging technology for client banking
  • On-site full-time work environment

Nice-to-have

  • Goal-oriented and detail-oriented
  • Passionate about people and learning
  • Building trust through respect and authenticity
  • Embracing strengths and ambitions

Key Requirements

  • 1 year experience achieving sales results
  • 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