Gestionnaire de Portefeuille et Conseil Financier Senior in Boucherville

Gestionnaire de Portefeuille et Conseil Financier Senior in Boucherville

Boucherville Full-Time 82800 - 101200 $ / year (est.) On-site
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At a Glance

  • Tasks: Manage client portfolios and create financial plans while delivering exceptional customer service.
  • Company: CIBC Bank, a leading financial institution in Boucherville.
  • Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
  • Other info: Dynamic work environment with multiple locations and career advancement opportunities.
  • Why this job: Make a real difference in clients' financial lives with your expertise.
  • Qualifications: Experience in financial planning and investment advice with strong interpersonal skills.

The predicted salary is between 82800 - 101200 $ per year.

Banque CIBC, située à Boucherville, recherche un Spécialiste en services financiers principal.

Vous gérez un portefeuille clients, construisez des plans financiers et offrez un service client exceptionnel tout en couvrant les heures d’ouverture et en travaillant dans plusieurs centres.

Vous apportez une expérience en planification et en conseils de placement, avec un sens aigu du relationnel et une approche centrée sur les objectifs du client.

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Gestionnaire de Portefeuille et Conseil Financier Senior in Boucherville employer: CIBC

CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.

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Contact Details:

CIBC Recruitment Team

We think you need these skills to ace Gestionnaire de Portefeuille et Conseil Financier Senior in Boucherville

Gestion de Portefeuille
Planification Financière
Conseils de Placement
Service Client
Compétences Relationnelles
Approche Centrée sur les Objectifs
Travail en Équipe