Spécialiste Associé En Services Financiers - Ville De Québec
CIBC Capital Markets
Ville De Québec, Canada
Client relationship management
Financial solutions recommendation
Mortgage portfolio management
As a member of the Personal and Small Business Banking team, you will work in a dynamic banking center where you will make a significant difference in the lives of our clients
Job Summary
As a member of the Personal and Small Business Banking team, you will work in a dynamic banking center where you will make a significant difference in the lives of our clients.
You will manage, individually or as part of a team, a portfolio of mortgage holders with the goal of deepening client relationships.
We offer you the best work environment to help you achieve your goals, with a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.
Matching Summary
As a member of the Personal and Small Business Banking team, you will work in a dynamic banking center where you will make a significant difference in the lives of our clients.
Skills & Requirements
Must-have
Client relationship management
Financial solutions recommendation
Mortgage portfolio management
Client needs assessment
Promoting banking applications
Nice-to-have
Goal-oriented approach
Attention to detail
Strong interpersonal skills
Passion for learning
Community engagement
Key Requirements
2-3 years of financial advisory experience
Proven sales results
Mutual fund licensing
OCRI-CFM membership criteria
Financial Services Advice Certificate (FSA) licensing is an asset