Spécialiste En Services Financiers – Sherbrooke

CIBC

Sherbrooke, QC, CA
Competitive salary; incentive pyy available; benef...
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Client relationship management experience
Financial planning and investment advice
Sales and business development skills
** 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. **

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

** 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. **

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

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter