Conseiller financier/Spécialiste des services financiers

1 day ago


Burlington, Ontario, Canada CIBC Full time
À propos de l'emploi

Nous sommes à la recherche d'un professionnel passionné et talentueux pour rejoindre notre équipe de conseillers financiers à la Banque CIBC. En tant que conseiller financier, vous serez chargé de fournir des conseils et des solutions personnalisés à nos clients pour les aider à atteindre leurs objectifs financiers.

Responsabilités
  • Fournir des conseils et des solutions personnalisés à nos clients pour les aider à atteindre leurs objectifs financiers.
  • Établir et maintenir des relations solides avec nos clients pour comprendre leurs besoins et leurs objectifs.
  • Travailler en étroite collaboration avec les autres membres de l'équipe pour fournir des solutions globales et personnalisées à nos clients.
  • Participer à la planification et à la mise en œuvre de stratégies pour atteindre les objectifs de la Banque CIBC.
Compétences et qualifications requises
  • Expérience de 1 à 3 ans dans la prestation de conseils financiers aux clients et l'établissement de relations.
  • Professionnel agréé (ACCFM) ou professionnel agréé (Québec).
  • Compétences en gestion de patrimoine, en services financiers et en planification financière.
  • Capacité à travailler en équipe et à communiquer efficacement avec les clients et les collègues.
Avantages de l'emploi
  • Salaire compétitif et rémunération au rendement.
  • Avantages bancaires et régime de retraite à prestations déterminées.
  • Programme d'avantages sociaux et régime d'achat d'actions par les employés.
  • Vacances et soutien pour le bien-être.
Lieu de travail

Burlington Banking Centre

Type d'emploi

Permanent

Heures de travail hebdomadaires

37,5


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