Financial Services Representative - Laval

CIBC

Laval, Quebec, Canada
Client engagement and relationship building
Understanding financial goals
Recommending financial products
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 financial products
  • Leveraging mobile banking applications
  • On-site full-time work

Nice-to-have

  • Putting clients first
  • Goal-oriented and motivated
  • Attention to detail
  • Passion for people and learning
  • Bringing real self to work

Key Requirements

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

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter