Financial Advisor

2 months ago


Airdrie, Canada CIBC Full time
Rejoignez notre équipe de Spécialistes en services financiers à Calgary

Nous recherchons un Spécialiste en services financiers passionné pour rejoindre notre équipe Services bancaires personnels et PME à Calgary. À la Banque CIBC, nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients.

Tâches du titulaire
  • Donner la priorité à l'expérience de chaque client et établir un rapport personnel afin que chaque interaction soit significative.
  • Offrir des conseils et des solutions sur mesure pour tous les aspects de la planification financière, y compris les services bancaires courants, les placements, les prêts et la planification successorale.
  • Cultiver votre réseau afin d'établir de nouvelles relations avec la clientèle.
  • Bien comprendre votre marché local et votre clientèle potentielle afin de créer un plan de ventes qui convertira les pistes en nouveaux clients de la Banque CIBC.
  • Utiliser vos solides compétences en établissement de relations et en réseautage pour nouer des relations, créer des occasions d'affaires et obtenir des résultats concrets.
  • Exploiter la vaste gamme de solutions de crédit et de placement de la Banque CIBC pour offrir une approche axée sur les besoins qui se traduira par des clients fidèles et satisfaits, et par des recommandations plus nombreuses.
  • Faire connaître la marque CIBC dans votre collectivité en participant à des activités locales et en prenant part à des activités de marketing et de prise de contact.
  • Élargir votre réseau afin de créer des liens durables qui apporteront des occasions à l'avenir.
Vos attributs
  • Vous accordez la priorité aux clients.
  • Vous aimez les gens.
  • Vous agissez comme un propriétaire.
  • Vous avez une approche axée sur les objectifs.
  • Vous avez une expérience de un à trois ans dans la prestation de conseils financiers aux clients et l'établissement de relations tout en atteignant les objectifs de rendement.
  • Vous êtes un professionnel agréé (OCRCVM, Québec, Ontario).
  • Vous êtes un professionnel agréé (Québec).
  • Vous êtes un professionnel agréé (OCRCVM).


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