Représentant En Services Financiers - Saint-hyacinthe

CIBC

Saint-Hyacinthe, QC, CA
Competitive salary; incentive pyy available; banki...
Client relationship management
Financial planning and goal setting
Mobile banking technology proficiency
The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions

Job Summary

  • The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions.
  • Employees are expected to leverage knowledge in credit, investments, and asset protection to help clients achieve long-term financial success.
  • CIBC offers a comprehensive benefits package including a defined benefit pension plan, employee share purchase plan, and a paid day off for professional growth.

Matching Summary

The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions.

Salary

Competitive salary; Incentive pay available; Banking benefits and pension plan included

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and goal setting
  • Mobile banking technology proficiency
  • Flexible availability including evenings and weekends
  • Willingness to work at multiple bank branches

Nice-to-have

  • Strong critical thinking skills
  • Passion for continuous learning
  • Authentic and respectful interpersonal style
  • Experience in treasury management
  • Proven sales results orientation

Key Requirements

  • Current securities licensing (Mutual Funds or Investment Funds course)
  • Minimum one year of client-facing sales experience
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter