Spécialiste En Services Financiers - Laval

CIBC

Laval, QC, CA
Competitive salary; incentive pyy available; banki...
1 to 3 years financial advising experience
Client relationship building skills
Sales conversion and networking abilities
The role involves building and growing a client portfolio by providing dedicated relationship management and exceptional customer service

Job Summary

  • The role involves building and growing a client portfolio by providing dedicated relationship management and exceptional customer service.
  • Candidates must be able to work during bank hours, including evenings and weekends, and travel between different branch locations as needed.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a paid day off for professional growth.

Matching Summary

The role involves building and growing a client portfolio by providing dedicated relationship management and exceptional customer service.

Salary

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

Skills & Requirements

Must-have

  • 1 to 3 years financial advising experience
  • Client relationship building skills
  • Sales conversion and networking abilities
  • Community marketing and engagement
  • Flexible availability including evenings

Nice-to-have

  • Respectful and authentic attitude
  • Goal-oriented mindset
  • Diverse partner network
  • Initiative taking capabilities
  • Passion for helping clients succeed

Key Requirements

  • OCRI-CFM certification required
  • Valid AMF license (CR title)
  • CCVM/CFIC course completion
  • 1-3 years financial advising experience
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter