Spécialiste en services financiers principal

4 weeks ago


Truro, Nova Scotia, Canada CIBC Full time

Nous sommes à la recherche d'un Spécialiste en services financiers principal pour rejoindre notre équipe de services bancaires personnels et PME. En tant que membre de notre équipe, vous serez responsable de gérer et de développer un portefeuille de clients spécialisés en gérant des relations clés, en créant des plans financiers complets et en fournissant un service client exceptionnel.

Vous travaillerez en étroite collaboration avec nos clients pour comprendre leurs objectifs et leurs besoins financiers, et vous développerez des plans financiers personnalisés pour les aider à atteindre leurs objectifs. Vous serez également responsable de maintenir des relations solides avec nos clients et de les aider à naviguer dans les complexités du marché financier.

Pour réussir dans ce rôle, vous devez avoir une excellente compréhension des produits et services financiers, ainsi que des compétences solides en gestion de portefeuille et en conseil financier. Vous devez également être capable de travailler de manière autonome et d'être un membre énergique de notre équipe.

Si vous êtes motivé par la possibilité de travailler dans un environnement dynamique et de contribuer à la réussite de nos clients, nous souhaitons entendre de vous

Vos responsabilités

  • Gérer et développer un portefeuille de clients spécialisés
  • Créer des plans financiers complets pour les clients
  • Fournir un service client exceptionnel
  • Maintenir des relations solides avec les clients
  • Les aider à naviguer dans les complexités du marché financier

Vos compétences

  • Excellente compréhension des produits et services financiers
  • Compétences solides en gestion de portefeuille et en conseil financier
  • Capacité à travailler de manière autonome
  • Capacité à être un membre énergique de l'équipe

Ce que nous offrons

  • Un environnement de travail dynamique et stimulant
  • La possibilité de contribuer à la réussite de nos clients
  • Des opportunités de développement professionnel


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