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
- Financial Services Representative at CIBC providing tailored banking solutions and engaging clients for personal and business financial goals. Working in a team-oriented Banking Centre environment.
Responsibilities
- Meet with clients to understand their personal and business priorities
- Advise on solutions and provide a forward-looking financial plan
- Engage in marketing and outreach activities
- Grow your network and deepen existing relationships
- Introduce clients to mobile banking applications
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience in working with clients and achieving sales results
- Prior banking experience in a similar capacity is an asset
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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