Financial Services Representative Ii

CIBC Capital Markets

Trail, Canada
On-site
Client engagement and relationship building
Understanding financial and personal goals
Tailored service and product recommendation
CIBC Capital Markets is seeking a Financial Services Representative II for their Trail, Canada banking center. The role focuses on building client relationships, understanding their financial goals, and providing tailored solutions while working full-time on-site

Job Summary

  • 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 give you a career rather than just a paycheck, offering competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a Financial Services Representative II for their Trail, Canada banking center. The role focuses on building client relationships, understanding their financial goals, and providing tailored solutions while working full-time on-site.

Skills & Requirements

Must-have

  • client engagement and relationship building
  • understanding financial and personal goals
  • tailored service and product recommendation
  • leveraging technology for client needs
  • marketing and outreach activities

Nice-to-have

  • putting clients first
  • goal-oriented and driven
  • attention to detail and critical thinking
  • passion for people and building trust
  • love of learning and growth

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