Spécialiste En Services Financiers - Boucherville

CIBC Capital Markets

Boucherville, QC, CA
Competitive salary; incentive pyy; pension plan + ...
1-3 years financial advising experience
Amf license with cr title
Cfic or ccvm certification
The role involves building and growing a client portfolio by providing dedicated relationship management and exceptional customer service

Job Summary

  • The role involves building and growing a client portfolio by providing dedicated relationship management and exceptional customer service.
  • Candidates must be licensed professionals in Quebec with an active AMF permit and specific investment course certifications to offer tailored financial advice.
  • CIBC offers a competitive salary, incentive pay, pension plan, and a culture focused on employee strengths and meaningful impact.

Matching Summary

The role involves building and growing a client portfolio by providing dedicated relationship management and exceptional customer service.

Salary

Competitive salary; Incentive pay; Pension plan and benefits

Skills & Requirements

Must-have

  • 1-3 years financial advising experience
  • AMF license with CR title
  • CFIC or CCVM certification
  • Client relationship building
  • Sales and business expansion
  • Weekend and evening availability

Nice-to-have

  • Community engagement activities
  • Networking skills for new clients
  • Respectful and authentic attitude
  • Results-oriented mindset
  • CSI/ICB course completion

Key Requirements

  • 1-3 years financial advising experience
  • Active AMF permit (CR title)
  • CFIC or CCVM certification
  • Quebec professional accreditation
  • Legal eligibility to work in Canada

Work Rights

Must have valid work or study permit if not a citizen

Tailored Resume

Cover Letter