Représentant En Services Financiers - St-jérôme

CIBC

St-Jérôme, Canada
Client relationship building
Financial product recommendations
Digital banking technology promotion
Foster key client relationships, understand their financial goals, and recommend suitable products and solutions for their financial success

Job Summary

  • Foster key client relationships, understand their financial goals, and recommend suitable products and solutions for their financial success.
  • Participate in marketing and outreach activities to demonstrate commitment to clients and the community, expanding your network and collaborating with others.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

Foster key client relationships, understand their financial goals, and recommend suitable products and solutions for their financial success.

Skills & Requirements

Must-have

  • Client relationship building
  • Financial product recommendations
  • Digital banking technology promotion
  • Customer-centric service delivery

Nice-to-have

  • Community engagement activities
  • Collaborative team environment
  • Proactive problem-solving approach

Key Requirements

  • One year of client-facing sales experience
  • Mutual fund licensing (IFIC or CSC)
  • Ability to work banking hours including evenings and weekends
  • Willingness to work at multiple banking centers

Work Rights

Not specified

Tailored Resume

Cover Letter