Financial Services Representative Ii

CIBC

Red Deer, Canada
Client engagement
Relationship building
Leveraging technology
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.
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

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
  • relationship building
  • leveraging technology
  • cash management
  • credit
  • investment
  • wealth protection

Nice-to-have

  • goal oriented
  • critical thinking skills
  • passionate about people
  • love to learn
  • values matter

Key Requirements

  • Mutual Funds License
  • 1 year experience
  • legally eligible to work

Work Rights

Not specified

Tailored Resume

Cover Letter