Financial Services Representative

CIBC

Shelbourne Street, British Columbia, Canada
Client engagement and relationship building
Financial product and solution recommendation
Leveraging mobile banking applications
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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.

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 mobile banking applications
  • On-site full-time work environment
  • Work banking centre hours including evenings and weekends

Nice-to-have

  • Putting clients first and going the extra mile
  • Goal-oriented and detail-oriented approach
  • Passionate about people and building trust
  • Eagerness to learn and grow knowledge
  • Bringing your real self to work

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

Legally eligible to work

Tailored Resume

Cover Letter