Financial Services Representative Ii

CIBC

Fort McMurray, AB, CA
Base: not specified; bonus/equity: incentive pyy a...
Client relationship management
Financial product knowledge
Cash management expertise
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide tailored service, and recommend the right products and solutions to 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 tailored service, and recommend the right products and solutions to help their financial success.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, 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 accommodations during the hiring process.

Matching Summary

As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide tailored service, and recommend the right products and solutions to help their financial success.

Salary

Base: Not specified; Bonus/Equity: Incentive pay available; Benefits: Banking benefits, pension plan, employee share purchase plan, wellbeing support

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product knowledge
  • Cash management expertise
  • Mobile banking technology
  • Sales and client engagement
  • Flexible work hours
  • On-site full-time work

Nice-to-have

  • Goal oriented mindset
  • Critical thinking skills
  • Passion for learning
  • Teamwork and accountability
  • Community outreach involvement
  • Trust and authenticity

Key Requirements

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

Work Rights

Legal eligibility to work in Canada

Tailored Resume

Cover Letter