Spécialiste Associé En Services Financiers - Ville De Québec

CIBC

Ville de Québec, QC, CA
Competitive salary; incentive pyy; benefits includ...
2-3 years financial advising experience
Valid mutual funds licensing (csc or fic)
Ocri-cfm membership eligibility
The role involves managing a portfolio of mortgage clients to deepen relationships and recommend personalized financial solutions

Job Summary

  • The role involves managing a portfolio of mortgage clients to deepen relationships and recommend personalized financial solutions.
  • Candidates must be licensed professionals with specific mutual fund certifications and at least two to three years of sales experience.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and paid development days called Purpose Day.

Matching Summary

The role involves managing a portfolio of mortgage clients to deepen relationships and recommend personalized financial solutions.

Salary

Competitive salary; Incentive pay; Benefits including pension and share purchase plan

Skills & Requirements

Must-have

  • 2-3 years financial advising experience
  • Valid mutual funds licensing (CSC or FIC)
  • OCRI-CFM membership eligibility
  • Willingness to work evenings and weekends
  • Ability to travel between bank branches

Nice-to-have

  • CCSF certification advantage
  • Strong networking and community engagement skills
  • Passion for continuous learning and curiosity
  • Digital literacy with mobile banking apps
  • Respectful and authentic interpersonal attitude

Key Requirements

  • 2-3 years financial advising experience
  • Current mutual funds license (CSC/FIC)
  • OCRI-CFM membership criteria compliance
  • Legal eligibility to work in Canada

Work Rights

Must have valid work or study permit if applicable

Tailored Resume

Cover Letter