Financial Service Representative - Saint-hyacinthe

CIBC

Saint-Hyacinthe, QC, Canada
Client engagement and relationship building
Understanding financial goals
Recommending products and solutions
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success

Job Summary

  • As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • At CIBC, your goals are a priority, and they aspire to give you a career rather than just a paycheck.

Matching Summary

As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Understanding financial goals
  • Recommending products and solutions
  • Leveraging technology for clients
  • Working in a Banking Centre environment

Nice-to-have

  • Putting clients first
  • Goal-oriented and motivated
  • Detail-oriented with critical thinking
  • Passionate about people and building trust
  • Eager to learn and grow knowledge

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients and achieving sales results
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter