Financial Services Representative

CIBC

Dresden, Canada
Base: competitive salary; bonus/equity: incentive ...
Client relationship management
Financial product knowledge
Technology proficiency in banking apps
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

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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, vacation offerings, wellbeing support, and a social recognition program called MomentMakers.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong and provides an accessible candidate experience.

Matching 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.

Salary

Base: Competitive salary; Bonus/Equity: Incentive pay; Benefits: Banking benefits, pension plan, employee share purchase plan, wellbeing support

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product knowledge
  • Technology proficiency in banking apps
  • Flexible work hours including evenings and weekends
  • On-site full-time work
  • Sales and client engagement

Nice-to-have

  • Goal oriented
  • Passionate about learning
  • Strong critical thinking skills
  • Teamwork and accountability
  • Community outreach involvement
  • Trust and authenticity in relationships

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year client-facing sales experience
  • Legal eligibility to work in location

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter