Consultant Finance assisting startups and SMEs in Paris with budget tracking and financial processes. Seeking postgraduate students with prior finance experience and strong Excel skills.
About the role
- Investment Specialist working with clients to provide investment planning advice and facilitate new client relationships at CIBC. Building connections through community involvement and business development activities.
Responsibilities
- work closely with other CIBC Banking Centre employees to build lasting connections with existing clients
- provide the right investment planning advice that will enable their financial success
- facilitate new client relationships by participating in business development activities
Requirements
- current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) must be completed within the first year
Benefits
- competitive compensation
- banking benefits
- benefits program*
- defined benefit pension plan*
- employee share purchase plan
- a vacation offering
- wellbeing support
- social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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