Représentant Polyvalent, Ste-julie

CIBC Capital Markets

Ste-Julie, QC, CA
Competitive salary; incentive pyy available; benef...
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Client relationship building
Financial product recommendations
Mobile banking technology usage
** CIBC Capital Markets is seeking a versatile Financial Services Representative to join their team in Ste-Julie, QC. The role focuses on enhancing client relationships, providing financial advice, and leveraging technology to promote banking solutions, while working full-time on-site. **

Job Summary

  • The role involves proactively engaging with clients to understand their personal and business priorities while recommending appropriate financial solutions.
  • Employees are expected to leverage CIBC's superior mobile and direct banking options to help clients achieve their long-term financial success.
  • The company offers a competitive salary, incentive pay, a defined benefit pension plan, and a dedicated paid day off for professional growth.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a versatile Financial Services Representative to join their team in Ste-Julie, QC. The role focuses on enhancing client relationships, providing financial advice, and leveraging technology to promote banking solutions, while working full-time on-site. **

Salary

Competitive salary; Incentive pay available; Benefits program and pension plan included

Skills & Requirements

Must-have

  • Client relationship building
  • Financial product recommendations
  • Mobile banking technology usage
  • Flexible schedule including evenings
  • Willingness to travel between branches

Nice-to-have

  • Previous banking experience
  • Strong networking abilities
  • Curiosity for continuous learning
  • Respectful and authentic attitude
  • Goal-oriented mindset

Key Requirements

  • Valid securities license (Mutual Funds or Investment Fund Course)
  • 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