Conseiller financier senior

3 weeks ago


Hamilton, Ontario, Canada CIBC Full time

Contexte de l'emploi

Nous sommes à la recherche d'un Conseiller financier senior en qui nous pouvons compter pour aider nos clients à atteindre leurs objectifs financiers. Vous serez responsable de la gestion de portefeuilles de clients, de la planification financière et de l'offre de solutions de placement pour répondre à leurs besoins individuels.

Responsabilités

  • Gérer et développer des portefeuilles de clients pour atteindre les objectifs financiers de ceux-ci
  • Réaliser des plans financiers complets pour répondre aux besoins individuels de chaque client
  • Offrir des solutions de placement pour aider les clients à atteindre leurs objectifs à long terme
  • Travailler en étroite collaboration avec les autres membres de l'équipe pour fournir un service client exceptionnel

Compétences requises

  • Expérience de travail dans la gestion de portefeuilles de clients et la planification financière
  • Connaissances solides en matière de placement et de gestion de patrimoine
  • Capacité à travailler en équipe et à communiquer efficacement avec les clients
  • Flexibilité pour travailler dans différents centres bancaires

Avantages

  • Offre compétitive de salaire et de benefits
  • Programme de formation continu pour aider à développer les compétences professionnelles
  • Environnement de travail dynamique et motivant

A propos de la Banque CIBC

Nous sommes une banque leader dans la fourniture de services financiers à nos clients. Nous sommes engagés à créer un environnement de travail intégrateur où tous les membres de l'équipe et les clients se sentent à leur place.



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