Chef de gestion des investissements corporatifs à Fort Saskatchewan
1 week ago
Nous sommes une banque axée sur les relations qui crée un avenir plus inclusif pour nos clients et nos communautés. Nous sommes à la recherche d'un professionnel passionné et talentueux pour rejoindre notre équipe en tant que chef de gestion des investissements corporatifs. Cette opportunité est idéale pour quelqu'un qui aime travailler dans un environnement dynamique et collaboratif, où l'expertise et les compétences sont récompensées.
Mise en avantLa Banque CIBC offre un environnement de travail stimulant avec des collègues expérimentés et passionnés. Vous bénéficierez d'une formation continue pour vous aider à atteindre vos objectifs professionnels et à développer vos compétences.
Salaire estiméLe salaire estimé pour ce poste est compris entre $80 000 et $120 000 par an, selon votre expérience et vos qualifications.
Description du poste- Bâtir et faire croître le portefeuille de clients en offrant une gestion relationnelle attitrée, du soutien aux services financiers et un service à la clientèle exceptionnel.
- Mettre en œuvre l’approche de Service Impérial CIBC en tant que point de contact central pour les clients et les aider grâce à une planification adaptée à leurs besoins actuels et favorisant l’atteinte de leurs objectifs.
- Tisser des liens durables et prodiguer des conseils financiers judicieux permettant aux clients d’assurer leur avenir, d’accéder à la propriété et de faire croître leur entreprise.
- Axé sur les résultats : vous mettez en place des stratégies efficaces pour atteindre vos objectifs et vous êtes capable de prendre des décisions rapides et éclairées.
- Consultation financière : vous avez une excellente connaissance des produits et services financiers, ainsi qu'une compréhension approfondie des besoins financiers de vos clients.
- Gestion de portfolios : vous êtes capable de gérer divers types de portefeuilles, y compris les placements et les prêts.
- Vous devez avoir une expérience de 1 à 3 ans en prestation de conseils financiers aux clients et en établissement de relations tout en atteignant les objectifs de rendement.
- Certifié Professionnel Agréé (CPA) ou titulaire d'un diplôme similaire.
La Banque CIBC offre une gamme complète de programmes de bien-être, y compris une formation continue, des avantages sociaux et un régime de retraite à prestations déterminées.
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