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Conseiller financier senior

2 months ago

Edmonton, Alberta, Canada CIBC Full time

Présentation de l'emploi

Nous sommes à la recherche d'un Conseiller financier senior pour rejoindre notre équipe des services bancaires personnels et PME. Ce poste est basé à Edmonton, Alberta.

Salaire estimé

Le salaire pour ce poste est estimé entre 65 000$ et 95 000$ par an, selon vos qualifications et votre expérience.

Description du poste

En tant que Conseiller financier senior, vous serez chargé de bâtir et de faire croître votre portefeuille de clients en offrant une gestion relationnelle attitrée, du soutien aux services financiers et un service à la clientèle exceptionnel. Vous travaillerez étroitement avec nos clients pour comprendre leurs besoins et objectifs financiers, et vous leur proposerez des solutions personnalisées qui répondent à leurs exigences.

Ressources requises

  • Compétences techniques
    • Axé sur les résultats, connexions communautaires, consultation financière, développement d'entreprise, gestion de portfolios, investissements, prêt, relations clientèle
  • Qualifications requises
    • Expérience de 1 à 3 ans dans la prestation de conseils financiers aux clients et l'établissement de relations
    • Professional agréé (OCRCVM), ou permis de l'AMF
  • Atouts souhaités
    • Mobilisation des clients
    • Expansion des affaires
    • Engagement communautaire

Avantages

  • Nous faisons de vos objectifs une priorité et nous nous efforçons de créer des occasions pour exploiter votre potentiel.
  • Nous offrons un salaire concurrentiel, des avantages bancaires, un programme de prestations-maladie, un régime de retraite à prestations déterminées, un régime d'achat d'actions par les employés et Créateur de moments, notre programme de reconnaissance sociale fondé sur des points.
  • Nos espaces et outils technologiques favorisent la rencontre de grands esprits pour créer des solutions novatrices qui apportent davantage à nos clients.