Financial Services Representative

CIBC Capital Markets

Sydney River, Canada
Client engagement and relationship building
Understand financial and personal goals
Recommend financial products and solutions
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.
  • Engage in marketing and outreach activities to show clients you value them and their communities, grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • At CIBC, your goals are a priority, and we strive to create opportunities to tap into your potential, recognizing you in meaningful ways including competitive compensation, banking benefits, and wellbeing support.

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.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Understand financial and personal goals
  • Recommend financial products and solutions
  • Leverage mobile banking applications
  • Work in a fast-paced Banking Centre

Nice-to-have

  • Goal oriented and motivated
  • Attention to detail and critical thinking
  • Passionate about people and relationships
  • Eager to learn and grow knowledge
  • Bring your real self to work

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
  • On-site full-time work required

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter