Spécialiste Associé En Services Financiers - Terrebonne

CIBC Capital Markets

Terrebonne, QC, CA
Competitive salary; incentive pyy; banking benefit...
2-3 years financial advisory experience
Valid mutual funds securities license
Ocri-cfm membership eligibility
The role involves managing a portfolio of mortgage clients to deepen relationships and provide personalized financial solutions

Job Summary

  • The role involves managing a portfolio of mortgage clients to deepen relationships and provide personalized financial solutions.
  • Candidates must be licensed professionals with specific securities certifications and a minimum of two to three years of advisory experience.
  • CIBC offers a competitive salary, incentive pay, pension plan, and a culture that supports employee growth through initiatives like Purpose Day.

Matching Summary

The role involves managing a portfolio of mortgage clients to deepen relationships and provide personalized financial solutions.

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • 2-3 years financial advisory experience
  • Valid mutual funds securities license
  • OCRI-CFM membership eligibility
  • Client portfolio management
  • Weekend and evening availability

Nice-to-have

  • Certified Financial Services Certificate
  • Strong networking and relationship building
  • Mobile banking technology expertise
  • Community event participation
  • Results-oriented sales mindset

Key Requirements

  • 2-3 years financial advisory experience
  • Current mutual funds securities license
  • OCRI-CFM membership criteria
  • Legal work eligibility in Canada

Work Rights

Must have valid work or study permit if applicable

Tailored Resume

Cover Letter