Financial Service Representative, Granby

CIBC Capital Markets

Granby, Quebec, Canada
Client engagement and relationship building
Understanding client financial goals
Recommending 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.
  • You’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.
  • We aspire to give you a career, rather than just a paycheck, offering a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, and an employee share purchase plan.

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
  • Understanding client financial goals
  • Recommending financial products and solutions
  • Leveraging mobile banking applications
  • Working in a Banking Centre environment

Nice-to-have

  • Putting clients first and going the extra mile
  • Goal-oriented and detail-oriented approach
  • Passion for people and building trust
  • Desire for continuous learning and growth
  • Bringing your real self to work

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

Legally eligible to work

Tailored Resume

Cover Letter