Client relationship building and financial planning
Knowledge of treasury, credit, and investment products
Ability to work evenings and weekends
CIBC Capital Markets is seeking a Financial Services Representative in Saint-Bruno, QC, to build strong client relationships and provide tailored financial solutions. The role requires a commitment to customer service, goal orientation, and the ability to work flexible hours, including evenings and weekends
Job Summary
The role involves meeting clients to understand their personal and business priorities while developing long-term financial plans.
Employees are expected to leverage knowledge in cash management, credit, investments, and asset protection to help clients achieve their goals.
CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off dedicated to growth known as Purpose Day.
Matching Summary
Match Score: 85
CIBC Capital Markets is seeking a Financial Services Representative in Saint-Bruno, QC, to build strong client relationships and provide tailored financial solutions. The role requires a commitment to customer service, goal orientation, and the ability to work flexible hours, including evenings and weekends.
Salary
Competitive salary; Incentive pay available; Benefits including pension and share purchase plan
Skills & Requirements
Must-have
Client relationship building and financial planning
Knowledge of treasury, credit, and investment products
Ability to work evenings and weekends
Mobile banking technology proficiency
Active securities licensing (Mutual Funds or Investment Funds)
Nice-to-have
Previous banking experience in similar role
Strong network of diverse partners
Passion for continuous learning and curiosity
Results-oriented mindset with goal achievement
Key Requirements
Current active license in mutual funds or investment funds
Minimum one year of client-facing sales experience