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, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
At CIBC, your goals are a priority, and they strive to create opportunities to tap into your potential, recognizing employees in meaningful ways including competitive compensation, banking benefits, and wellbeing support.
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
Understanding financial and personal goals
Tailored product and solution recommendations
Leveraging mobile banking applications
On-site full-time work environment
Nice-to-have
Putting clients first and going the extra mile
Goal-oriented and detail-oriented approach
Passion for people and building trust
Continuous learning and knowledge growth
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