Financial Services Representative - Kapuskasing, On

CIBC Capital Markets

Kapuskasing, Canada
**
Client engagement and relationship building
Leveraging technology for client needs
Understanding financial and personal goals
** CIBC Capital Markets is seeking a Financial Services Representative for their Kapuskasing branch, focused on building client relationships and delivering tailored financial solutions. The role requires a commitment to client engagement and the ability to work flexible hours, including evenings and weekends. **

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.
  • You will meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan, using your knowledge of cash management, credit, investment and wealth protection.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a Financial Services Representative for their Kapuskasing branch, focused on building client relationships and delivering tailored financial solutions. The role requires a commitment to client engagement and the ability to work flexible hours, including evenings and weekends. **

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Leveraging technology for client needs
  • Understanding financial and personal goals

Nice-to-have

  • Embracing strengths and ambitions
  • Building trust through respect and authenticity
  • Investing in growth and development

Key Requirements

  • 1 year experience in working with clients
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter