Conseiller financier senior
3 weeks ago
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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