Représentant En Services Financiers, St-jean-sur-richelieu

CIBC Capital Markets

St-Jean-sur-Richelieu, Quebec, Canada
Client relationship management
Financial product recommendations
Mobile banking application promotion
As a Financial Services Representative, you will foster key relationships with clients, understand their financial and personal goals, and recommend products and solutions for their financial success

Job Summary

  • As a Financial Services Representative, you will foster key relationships with clients, understand their financial and personal goals, and recommend products and solutions for their financial success.
  • Participate in marketing and outreach activities to demonstrate commitment to clients and community, expand your network, and collaborate with others to connect clients with the right people and opportunities.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

Matching Summary

As a Financial Services Representative, you will foster key relationships with clients, understand their financial and personal goals, and recommend products and solutions for their financial success.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product recommendations
  • Mobile banking application promotion
  • Work evenings and weekends
  • Work at multiple bank branches

Nice-to-have

  • Client-centric approach
  • Goal-oriented mindset
  • Attention to detail
  • Curiosity and learning desire
  • Teamwork and accountability

Key Requirements

  • One year of client-facing sales experience
  • Mutual fund registration (IFIC or CSC)
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter