Spécialiste en services financiers

2 months ago

Guelph, Ontario, Canada CIBC Full time
À propos de la Banque CIBC

Nous sommes une banque axée sur les relations qui se concentre sur la satisfaction de nos clients. Nous recherchons des professionnels talentueux et passionnés qui partagent nos valeurs de confiance, de travail d'équipe et de responsabilisation.

Le rôle

En tant que membre de l'équipe Services bancaires personnels et PME, vous gérerez et développerez un portefeuille de clients spécialisés en gérant des relations clés, en créant des plans financiers complets et en fournissant un service client exceptionnel.

Compétences requises
  • Mobilisation des clients - Donner la priorité à l'expérience de chaque client et établir un rapport personnel afin que chaque interaction soit significative.
  • Expansion des affaires - Bien comprendre votre marché local et votre clientèle potentielle pour créer un plan de vente complet qui convertira les pistes en nouveaux clients.
  • Engagement communautaire - 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.
Attributs
  • Vous accordez la priorité aux clients - Vous communiquez dans le but de trouver les bonnes solutions.
  • Vous aimez les gens - Vous trouvez un sens dans vos relations avec les autres, et votre entourage comprend un réseau diversifié de partenaires.
  • Vous agissez comme un propriétaire - Vous vous épanouissez quand vous pouvez prendre des initiatives, dépasser les attentes et produire des résultats.
  • Vous avez une approche axée sur les objectifs - Vous êtes motivé par la réalisation de vos objectifs et vous donnez le meilleur de vous-même pour apporter davantage.
  • Vous exercez une influence qui peut changer les choses - Vous savez que les relations et les réseaux sont indispensables pour réussir.
  • Vous avez une expérience de un an et demi à trois ans dans un poste de conseiller financier - Vous avez un agrément à jour et en règle respectant les exigences d'inscription auprès de l'OCRCVM.
Avantages

Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l'adhésion à un programme d'avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d'achat d'actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.

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