Financial Services Representative Opportunities - Gh Ontario Market

CIBC Capital Markets

Walkerton, Ontario, Canada
Competitive salary; incentive pyy; banking benefit...
Client engagement and financial planning
Relationship building and marketing outreach
Leveraging technology for mobile banking
The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions

Job Summary

  • The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off dedicated to personal growth.
  • Team members are expected to be on-site full-time and flexible to work at multiple banking centres within a reasonable travel distance.

Matching Summary

The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.

Salary

Competitive salary; Incentive pay; Banking benefits and defined benefit pension plan

Skills & Requirements

Must-have

  • Client engagement and financial planning
  • Relationship building and marketing outreach
  • Leveraging technology for mobile banking
  • Current Mutual Funds License required
  • 1 year experience in client-facing sales

Nice-to-have

  • Prior banking experience in similar capacity
  • Passion for continuous learning and growth
  • Ability to work flexible evenings and weekends
  • Strong critical thinking and decision making
  • Commitment to diversity and inclusion values

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience working with clients and achieving sales results
  • Legally eligible to work in Canada
  • Good standing accreditation as a certified professional

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter