Financial Services Representative

CIBC

Westmount, Canada
Client engagement and relationship building
Understanding financial and personal goals
Providing tailored service and solutions
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success

Job Summary

  • As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
  • You’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.
  • At CIBC, your goals are a priority, and we aspire to give you a career, rather than just a paycheck.

Matching Summary

As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Understanding financial and personal goals
  • Providing tailored service and solutions
  • Leveraging mobile banking applications
  • Working in a fast-paced Banking Centre

Nice-to-have

  • Goal oriented and detail-oriented
  • Passionate about people and learning
  • Building trust through respect and authenticity
  • Embracing strengths and ambitions
  • Values trust, teamwork, and accountability

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients and achieving sales results
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter