Conseiller financier Senior en Services Bancaires

2 weeks ago


Burlington, Ontario, Canada CIBC Full time
Description du poste

Nous sommes à la recherche d'un Conseiller financier senior en services bancaires pour rejoindre notre équipe de professionnels passionnés. En tant que membre de l'équipe Services bancaires personnels et PME, vous bâtirez et ferez croître votre portefeuille de clients en offrant une gestion relationnelle attitrée, un soutien aux services financiers et un service à la clientèle exceptionnel.

Vous travaillerez en étroite collaboration avec nos clients pour comprendre leurs besoins et les aider à atteindre leurs objectifs financiers. Vous mettrez en œuvre l'approche de Service Impérial CIBC en tant que point de contact central pour vos clients, leur offrant des conseils financiers judicieux et des solutions personnalisées.

Responsabilités clés
  • Gérer un portefeuille de clients cibles et développer des stratégies pour les retenir;
  • Mettre en place des plans de gestion patrimoniale personnalisés pour aider les clients à atteindre leurs objectifs financiers;
  • Travailler en étroite collaboration avec les autres membres de l'équipe pour garantir une expérience client exceptionnelle.
Compétences requises
  • Avoir au moins 1 an d'expérience dans le secteur financier, en particulier en conseil financier ou en gestion patrimoniale;


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