Représentant En Services Financiers - Montérégie

CIBC Capital Markets

Bedford, Canada
Competitive salary; incentive pyy included; benefi...
Client relationship management
Financial product knowledge
Mobile banking technology usage
The role involves meeting clients to understand their personal and business priorities while developing long-term financial plans

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 expertise 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 professional growth.

Matching Summary

The role involves meeting clients to understand their personal and business priorities while developing long-term financial plans.

Salary

Competitive salary; Incentive pay included; Benefits program and pension plan provided

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product knowledge
  • Mobile banking technology usage
  • Sales goal achievement
  • Flexible availability including evenings

Nice-to-have

  • Previous banking experience
  • Strong critical thinking skills
  • Passion for continuous learning
  • Diverse networking abilities
  • Authentic interpersonal approach

Key Requirements

  • Valid 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