CIBC Capital Markets is seeking a Financial Services Representative II to join their Personal and Business Banking team in Kitchener, Canada. The role focuses on client engagement, relationship building, and utilizing technology to enhance customer experience, requiring a strong commitment to client service and financial knowledge
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 will engage in marketing and outreach activities to show clients you value them and their communities, grow your network, and deepen existing relationships.
At CIBC, your goals are a priority, and they strive to give you a career rather than just a paycheck.
Matching Summary
Match Score: 85
CIBC Capital Markets is seeking a Financial Services Representative II to join their Personal and Business Banking team in Kitchener, Canada. The role focuses on client engagement, relationship building, and utilizing technology to enhance customer experience, requiring a strong commitment to client service and financial knowledge.
Skills & Requirements
Must-have
client engagement and relationship building
understanding financial and personal goals
providing tailored service and solutions
leveraging technology for client needs
achieving sales results
Nice-to-have
embracing strengths and ambitions
making a meaningful impact
investing in growth and development
building trust through respect and authenticity
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
1 year experience working with clients and achieving sales results