Financial Services Representative - Bilingual

CIBC Capital Markets

Moncton, New Brunswick, Canada
Competitive salary; incentive pyy included; bankin...
Onsite full-time
Fluent in french and english
Current mutual funds license
1 year client experience
CIBC Capital Markets is seeking a bilingual Financial Services Representative in Moncton, New Brunswick, to foster client relationships and provide tailored financial solutions. The ideal candidate should be client-focused, detail-oriented, and possess a mutual funds license, along with a strong ability to engage with clients in both English and French

Job Summary

  • The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.
  • Employees are expected to be flexible to work evenings, weekends, and potentially at multiple banking centres within a reasonable travel distance.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for growth known as Purpose Day.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a bilingual Financial Services Representative in Moncton, New Brunswick, to foster client relationships and provide tailored financial solutions. The ideal candidate should be client-focused, detail-oriented, and possess a mutual funds license, along with a strong ability to engage with clients in both English and French.

Salary

Competitive salary; Incentive pay included; Banking benefits and pension plan provided

Skills & Requirements

Must-have

  • Fluent in French and English
  • Current Mutual Funds License
  • 1 year client experience
  • Sales results achievement
  • On-site full-time work

Nice-to-have

  • Prior banking experience
  • Passion for people relationships
  • Critical thinking skills
  • Goal oriented mindset
  • Diverse network building

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Minimum 1 year experience working with clients
  • Demonstrated ability to achieve sales results
  • Fluency in both French and English languages
  • Legal eligibility to work in Canada

Work Rights

Must have valid work or study permit if not a citizen

Tailored Resume

Cover Letter