CIBC Capital Markets is seeking a Financial Services Representative in Sainte-Julie, QC, to enhance customer banking experiences through proactive engagement and tailored financial solutions. The role emphasizes relationship-building, client service, and the effective use of banking technology, requiring a motivated individual with experience in sales and customer interactions.
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Job Summary
The role involves meeting clients to understand their personal and business priorities while establishing long-term financial plans.
Employees are expected to leverage CIBC's superior mobile and direct banking options to recommend appropriate solutions for client success.
The company offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off dedicated to growth called Purpose Day.
Matching Summary
Match Score: 85
CIBC Capital Markets is seeking a Financial Services Representative in Sainte-Julie, QC, to enhance customer banking experiences through proactive engagement and tailored financial solutions. The role emphasizes relationship-building, client service, and the effective use of banking technology, requiring a motivated individual with experience in sales and customer interactions.
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Salary
Competitive salary; Incentive pay available; Benefits including pension and share purchase plan
Skills & Requirements
Must-have
Client relationship building
Financial planning and goal setting
Mobile banking technology proficiency
Cash management and credit knowledge
Proactive sales and marketing activities
Nice-to-have
Strong attention to detail
Critical thinking for decision making
Passion for continuous learning
Respectful and authentic communication style
Team collaboration skills
Key Requirements
Current securities licensing (Mutual Funds or Investment Fund Course)
Minimum one year of client-facing sales experience