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CIBC is seeking a Financial Services Specialist in Sherbrooke, QC, to grow client relationships by providing exceptional financial advice and customer service. The role involves building a portfolio, engaging with the community, and delivering tailored financial solutions.
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Job Summary
The role involves building a client portfolio by providing dedicated relationship management and exceptional financial advice to personal and SME clients.
Candidates must be able to work during bank branch hours, including evenings and weekends, and potentially at different locations within a reasonable distance.
CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a culture that supports employee growth through initiatives like Purpose Day.
Matching Summary
Match Score: 75
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CIBC is seeking a Financial Services Specialist in Sherbrooke, QC, to grow client relationships by providing exceptional financial advice and customer service. The role involves building a portfolio, engaging with the community, and delivering tailored financial solutions.
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Salary
Competitive salary; Incentive pay available; Benefits include pension and share purchase plan
Skills & Requirements
Must-have
Client relationship management experience
Financial planning and investment advice
Sales and business development skills
Community networking and engagement
Ability to work evenings and weekends
Nice-to-have
Results-oriented mindset
Authentic and respectful communication style
Passion for helping clients achieve goals
Strong team collaboration abilities
Key Requirements
1-3 years of financial advisory experience
AMF license (Autorité des marchés financiers)
Retirement Planner (CR) designation
CFIC or CCVM course completion
CSI/ICB courses in Investments/Taxation are an asset