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Consultant en Services Financiers Expert

2 months ago

Vancouver, British Columbia, Canada CIBC Full time

Description du rôle

Nous sommes à la recherche d'un consultant en services financiers expert pour rejoindre notre équipe de conseillers. En tant que membre de cette équipe, vous bâtirez et ferez croître votre portefeuille de clients en offrant une gestion relationnelle personnalisée, un soutien aux services financiers et un service à la clientèle exceptionnel.

Ce poste nécessite des compétences en matière de planification financière, de conseils aux clients et de développement des affaires. Vous travaillerez étroitement avec nos clients pour comprendre leurs besoins actuels et favoriser l’atteinte de leurs objectifs financiers à long terme.

Vous serez chargé(e) de:

  • Gérer les comptes des clients et offrir des conseils financiers personalisés;
  • Mettre en place des stratégies financières pour atteindre les objectifs des clients;
  • Travailler avec les autres membres de l’équipe pour développer de nouvelles opportunités de vente;
  • Fournir des solutions innovantes pour répondre aux besoins des clients.

Compétences et qualifications requises

Pour réussir dans ce rôle, vous devez posséder les compétences suivantes :

  • Une expérience significative dans le domaine des services financiers;
  • Des connaissances approfondies en matière de planification financière et de conseils aux clients;
  • Une solide capacité à communiquer et à travailler en équipe;
  • Un comportement orienté vers la prestation de services exceptionnels.

Salaire estimé

Le salaire estimé pour ce poste est de 120 000 $ à 180 000 $ par an, selon vos expériences et qualifications.

Lieu de travail

Vancouver-Commerce Place

Type d'emploi

Permanent

Heures de travail hebdomadaires

37,5