Financial Services Representative Ii

CIBC Capital Markets

Calgary, Canada
On-site
Client engagement and relationship building
Leveraging technology for client needs
Understanding cash management and credit
Foster key relationships with clients, understand their financial and personal goals, and provide informative and tailored service

Job Summary

  • Foster key relationships with clients, understand their financial and personal goals, and provide informative and tailored service.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential.

Matching Summary

Foster key relationships with clients, understand their financial and personal goals, and provide informative and tailored service.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Leveraging technology for client needs
  • Understanding cash management and credit

Nice-to-have

  • Putting clients first and going the extra mile
  • Goal-oriented and making a difference
  • Passion for people and building trust

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