Financial Services Representative Opportunities - Gh Ontario Market

CIBC

Walkerton, Ontario, Canada
Competitive salary; incentive pyy included; define...
Client engagement and financial planning
Mutual funds license required
1 year experience in client sales
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 for growth called Purpose Day.
  • Team members are expected to be flexible regarding banking centre hours, including evenings and weekends, and may travel between multiple locations.

Matching Summary

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

Salary

Competitive salary; Incentive pay included; Defined benefit pension plan and employee share purchase plan

Skills & Requirements

Must-have

  • Client engagement and financial planning
  • Mutual Funds License required
  • 1 year experience in client sales
  • Flexible to work evenings and weekends
  • On-site full-time work requirement

Nice-to-have

  • Prior banking experience in similar capacity
  • Passion for people and diverse networks
  • Critical thinking and attention to detail
  • Goal-oriented and motivated by results
  • Technology expert in mobile banking apps

Key Requirements

  • Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Minimum 1 year experience working with clients and achieving sales results
  • Legal eligibility 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