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4 дня назад

Financial Services Representative - Mascouche

Формат работы
onsite
Тип работы
fulltime
Грейд
lead
Английский
b2
Страна
Canada
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Текст:
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TL;DR
Financial Services Representative - Mascouche (Financial Services): Leading a banking centre team, developing client relationships, and delivering financial products and services with an accent on client experience, business performance, and regulatory risk. Focus on coaching leaders and advisors, executing strategic action plans, and supporting clients with financial goals, home ownership, and business setup.

Location: On-site full-time in Mascouche, QC, Canada; flexibility to work at multiple banking centres within a reasonable travel distance and during hours that may include evenings and weekends.

Company

CIBC is a relationship-oriented bank providing personal and business banking services.

What you will do

  • Lead a team of financial services professionals delivering an exceptional client experience.
  • Hire, develop, coach, and motivate Leaders, Advisors, and Representatives.
  • Deepen client relationships, resolve or escalate complaints, and support clients with financial needs, home ownership, and business setup.
  • Monitor banking centre performance, create action plans, and increase business results while managing risk.
  • Work with internal partners to maximize market opportunities and recruit employees who share CIBC’s values.

Requirements

  • Experience developing and implementing strategic team goals.
  • Experience coaching employees and inspiring successful team performance.
  • Current accreditation and good standing Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
  • Legally eligible to work at the specified location and, where applicable, able to provide a valid work or study permit.
  • Client-focused, goal-oriented, accountable, and able to build respectful and authentic relationships.
  • Ability to work banking centre hours, including possible evenings and weekends, and travel between multiple banking centres within a reasonable distance.

Nice to have

  • Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH), Wealth Management Essentials (WME), or Certified Financial Planner (CFP).

Culture & Benefits

  • Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and recognition programs, subject to plan terms.
  • Opportunities for career development and initiatives such as Purpose Day, a paid day for personal growth and development.
  • Inclusive and accessible workplace with accommodation support during recruitment.
  • Regular employment with 37.5 weekly hours.

Hiring process

  • Applicants may complete an attribute-based assessment and other skills tests, including simulation, coding, or French proficiency assessments.
  • Artificial intelligence tools may be used during the recruitment process.

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