Financial Services Representative Ii

CIBC

Princeton, US
Client engagement and relationship building
Financial product knowledge
Leveraging technology for client service
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, grow your network, and deepen existing relationships.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

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 knowledge
  • Leveraging technology for client service
  • Full-time on-site work

Nice-to-have

  • Goal-oriented and detail-oriented
  • Passionate about people and learning
  • Values trust, teamwork, and accountability

Key Requirements

  • 1 year experience achieving sales results
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Legally eligible to work in the specified location

Work Rights

Not specified

Tailored Resume

Cover Letter