Financial Services Representative - Laval

CIBC Capital Markets

Laval, Quebec, Canada
Onsite full-time
Client engagement and relationship building
Tailored product and solution recommendations
Leveraging mobile banking applications
CIBC Capital Markets is hiring a Financial Services Representative for their Banking Centre in Laval, Quebec. The role emphasizes building client relationships, providing tailored financial solutions, and requires flexibility in working hours and locations

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.
  • We aspire to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC Capital Markets is hiring a Financial Services Representative for their Banking Centre in Laval, Quebec. The role emphasizes building client relationships, providing tailored financial solutions, and requires flexibility in working hours and locations.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Tailored product and solution recommendations
  • Leveraging mobile banking applications
  • 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
  • Values driven work environment

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients
  • Achieving sales results
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter