Spécialiste Principal En Services Financiers - Rouyn-noranda

CIBC

Rouyn-Noranda, Quebec, Canada
Competitive salary; incentive pyy available; benef...
Client relationship management
Financial planning expertise
Sales and business expansion
You will manage and grow a client portfolio by providing dedicated relationship management and complex financial services

Job Summary

  • You will manage and grow a client portfolio by providing dedicated relationship management and complex financial services.
  • The role requires proactively communicating with new and existing clients to build lasting relationships and provide comprehensive financial advice.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a culture focused on employee growth.

Matching Summary

You will manage and grow a client portfolio by providing dedicated relationship management and complex financial services.

Salary

Competitive salary; Incentive pay available; Benefits program including pension and share purchase plan

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Sales and business expansion
  • Community networking
  • Investment advice delivery

Nice-to-have

  • Strong communication skills
  • Trust-building attitude
  • Results-driven mindset
  • Diverse partner network
  • Authentic leadership style

Key Requirements

  • ACCFM professional designation required
  • AMF license (Québec) required
  • Retirement Consultant (CR) title required
  • CCVM or CFIC course completion
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter