Financial Services Representative Ii

CIBC

Burlington, Canada
Client engagement and relationship building
Financial product and solution recommendation
Leveraging technology for client banking
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.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • 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
  • Financial product and solution recommendation
  • Leveraging technology for client banking
  • On-site full-time work environment
  • Marketing and outreach activities

Nice-to-have

  • Goal-oriented and detail-oriented
  • Passionate about people and learning
  • Values trust, teamwork, and accountability
  • Builds trust through respect and authenticity

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 at the specified location

Work Rights

Not specified

Tailored Resume

Cover Letter