Financial Service Representative Ii (contract)

CIBC

Delhi, India
Not specified; not specified; competitive compensa...
Client engagement and financial planning
Knowledge of cash management and credit
Ability to work evenings and weekends
The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions

Job Summary

  • The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.
  • Candidates must be flexible to work at multiple banking centres within a reasonable travel distance and during evenings or weekends.
  • CIBC offers competitive compensation, wellbeing support, and a social recognition program called MomentMakers.

Matching Summary

The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • Client engagement and financial planning
  • Knowledge of cash management and credit
  • Ability to work evenings and weekends
  • Mobile banking application expertise
  • Current Mutual Funds License required

Nice-to-have

  • Prior banking experience in similar capacity
  • Passion for building diverse networks
  • Strong critical thinking and attention to detail
  • Goal-oriented mindset with sales focus
  • Commitment to trust and teamwork values

Key Requirements

  • 1 year experience in working with clients
  • Achieving sales results demonstrated
  • Current accreditation: Canadian Securities Course or Investment Funds In Canada
  • Legally eligible to work in India
  • Full-time on-site availability

Work Rights

Must have valid work permit if applicable

Tailored Resume

Cover Letter