Représentant En Services Financiers - Sherbrooke

CIBC

Sherbrooke, QC, CA
Competitive salary; incentive pyy available; benef...
Client relationship management
Financial planning and goal setting
Mobile banking technology proficiency
The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions

Job Summary

  • The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions.
  • Employees are expected to leverage knowledge in cash management, credit, investments, and asset protection to help clients achieve success.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a culture that values employee strengths and ambitions.

Matching Summary

The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions.

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and goal setting
  • Mobile banking technology proficiency
  • Flexible availability including evenings
  • Sales performance and results orientation

Nice-to-have

  • Previous banking experience in similar role
  • Strong curiosity and continuous learning
  • Authentic and respectful interpersonal style
  • Diverse network of partners
  • Detail-oriented critical thinking

Key Requirements

  • Valid mutual fund license (CMSC or FIC)
  • 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