Financial Services Representative

CIBC Capital Markets

3959 Shelbourne Street, Canada
Client engagement and relationship building
Understanding client financial goals
Recommending financial products and solutions
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.
  • 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.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong and seeks applicants with a wide range of abilities.

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 client financial goals
  • Recommending financial products and solutions
  • 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
  • Values trust, teamwork, and accountability

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 in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter